Taaha Shaikh
I work closely with my clients to build bespoke financial plans that align with their goals and aspirations, whilst ensuring their finances are managed efficiently and effectively over the short, medium, and long term. My approach is rooted in understanding what truly matters to each of my clients and providing tailored solutions to meet their evolving needs.
About
I take pride in delivering a high level of service with integrity, professionalism, and a focus on building long-term relationships. By leveraging sophisticated financial planning software, alongside my extensive knowledge, I help my clients achieve clarity, financial security, and confidence in their financial futures.
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. Partners: The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.
