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Umarrah Shafiq

Chartered MCSI
Chartered Financial Planner

With over eight years of experience in guiding clients to achieve their financial aspirations, Umarrah is a Chartered Wealth Planner with a deep commitment to helping individuals and families navigate their financial journeys. Her diverse professional background includes significant roles at esteemed institutions such as Mazars, Brewin Dolphin RBC, and Prudential, where she honed her expertise across various financial disciplines. Umarrah’s academic foundation in Psychology from Heriot-Watt University underpins her empathetic approach to financial advising, allowing her to truly understand and address the unique needs of her clients.

At Skybound Wealth Management, Umarrah proudly represents the firm’s “Women Like Us” brand, a dedicated initiative focused on empowering women in their financial lives. Umarrah’s passion for fostering confidence and financial independence among women is deeply personal. Her mission is to provide unwavering support, whether her clients are navigating complex financial landscapes or planning for future aspirations.

Qualifications & Awards

Chartered MCSI

Areas of Expertise

  • Pension Transfers
  • Trust & Inheritance Tax Planning
  • Lifestyle Financial Planning
  • Retirement Planning
  • International Investments
  • Regular and Lump Sum Savings
  • Education Fee Planning
  • Health Planning
  • Asset and Lifestyle Protection

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