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Omar Baydoun

Financial Adviser ACSI in Essex

A little bit about Omar

As an ex-Private Banker, I have provided financial advice for over 8 years to private individuals in the UK and abroad. I advise on pensions and retirement planning, investments, protection and estate planning. Providing bespoke and dedicated advice for individuals is a passion of mine, making sure generational wealth is grown and preserved over years to come. I also have a keen interest in ethical and sharia-compliant financial advice where clients are looking to stay away from tobacco, gambling, arms defence investments and more.

Find out more about me below.

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Speak to me about making your money go further, and protecting the things that matter most to you.
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Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Level 6 Advanced Financial Planning Certificate

  • The CISI level 6 Certificate in Financial Planning provides a robust foundation in knowledge and skills that develop effective financial understanding and planning.

Omar's location

Southend-on-sea
Essex
SS24
United Kingdom

Omar is located in Southend-on-sea and offers expert financial advice covering the Essex area.

As an ex-Private Banker, I have provided financial advice for over 8 years to private individuals in the UK and abroad. I advise on pensions and retirement planning, investments, protection and estate planning. Providing bespoke and dedicated advice for individuals is a passion of mine, making sure generational wealth is grown and preserved over years to come. As well as my level 6 advanced financial planning certificate with the CISI, I also hold the IMC Level 4 from the CFA UK and the IFQ (Islamic Finance Qualification) Level 3 from the CISI. I also have a keen interest in ethical and sharia-compliant financial advice where clients are looking to stay away from tobacco, gambling, arms defence investments and more.

I enjoy fishing in my spare time. I have a wife and we are expecting our first child.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.