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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.

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

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.