Akbor Ali DipFA, CII, Cert PFS
Independent Financial Adviser
About me
I have worked in financial services for over 25 years, gaining broad experience across banking, wealth management and independent financial advice. During that time, I have advised people from all walks of life, including families, professionals, business owners and those approaching or already in retirement, helping them build, protect and pass on their wealth.
Over the years, I have helped clients navigate changing economic and market conditions, providing calm, practical guidance while keeping their long-term goals firmly in focus.
Building long-term, trusted relationships with my clients is central to the way I work. I aim to be a consistent source of support and guidance throughout their lives, accompanying them on their financial journey as their circumstances, priorities and ambitions evolve. I value the trust clients place in me and believe that the strongest advice comes from developing a relationship built on understanding, openness and continuity.
My approach is personal and straightforward. I recognise that every client has their own story, responsibilities, concerns and ambitions, and that their finances are only one part of a much bigger picture. I therefore take time to understand the person behind the financial plan and what genuinely matters to them.
I believe good financial planning should be explained clearly, make complicated decisions easier to understand and give clients greater confidence about their future.
I provide holistic advice across pensions, retirement planning, investments, protection and inheritance tax planning. I also have a particular interest in helping clients consider their ethical and religious values when making financial decisions.
Being part of AFH allows me to combine a personal, relationship-led service with the strength, resources and specialist expertise of one of the UK’s largest independent financial advice firms.
Outside of work, I enjoy spending time with my family, following football and supporting charitable causes.
Location
London and the Home Counties