Shazana Anwar
Financial Planning Consultant DipPFS in Essex
A little bit about Shazana
I believe that good financial advice is built on trust and long-term relationships. That’s why I take the time to understand my clients - their ambitions, concerns, and what truly matters to them. By getting to know you, I can provide a tailored approach that aligns with your goals, whether it’s planning for retirement, growing your wealth, or ensuring your estate is protected for future generations.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
General Insurance
Home contents insurance, buildings insurance.
Qualifications
Diploma in Financial Planning
- The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.
Testimonials
J Higgins
Shazana has been my financial advisor for almost 20 years. When she took over she conducted a complete review of my investment portfolio as my circumstances had changed. After discussing my financial needs and objectives she made a number of very sensible proposals to simplify the management of my portfolio and cut costs.
Significant life events, the death of my wife, retirement, remarriage and establishing my sons in their own homes have been managed in an effective and thoughtful manner. Throughout she has been calm and patient and a fund of good, sensible, advice on the options open to me when changes arose. She also understood my difficulties in making, sometime quite complex, decisions.
Location
Shazana's location
Essex
RM16
United Kingdom
Shazana is located in Essex and offers expert financial advice to suit your needs. She can also offer services from our central office at 85 Queen Victoria Street, London, EC4V 4AB.
More about me
With 17 years of experience in financial advice, I have helped individuals and families navigate important financial decisions with confidence. My approach is always personalised, ensuring that every recommendation is carefully designed to meet your specific needs and aspirations.
Outside of work, I enjoy spending time with family and friends. I frequently travel to Edinburgh, my hometown, and I have two daughters - one at college and the other at university. I also have a passion for exploring unique and off-the-beaten-path destinations.
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.