Zain has been at St. James's Place since 2014 and is the founder of Confido Wealth. He is passionate about using his experience and knowledge to help his clients achieve their personal financial goals. In an ever changing environment, whether that be due to market conditions, legislation changes, or client circumstances, Zain believes it is essential to fully understand each clients specific objectives to offer a tailored solution.
He specialises in offering expert advice in the core areas of tax efficiency, retirement planning, investment planning (both onshore and offshore), intergenerational planning, financial protection and profit extraction/exit strategies for business owners.
Business Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.