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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.

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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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.

L Dale

I have had a good relationship with Shazana for many years now. Initially she advised me on dealing with my financial affairs as a self-employed freelance translator and more recently has given me guidance on organising my income as I move towards retirement. She keeps abreast of what is happening in the financial world in these changing times and all the investments she has recommended to me have proved sound and successful. As a person who is not particularly ‘financially savvy’ I appreciate the way she makes all the arrangements very clear and easy to follow. I would not hesitate to recommend her.

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.