The Retirement Planning Specialists

Waheed Ali

Financial Planner

Waheed started his career in Financial Services in 2008 for one of the largest banks in the UK. Thereafter he moved to the Compliance Department of a FTSE100 company and then moved to the BBT Group in 2019. He graduated from the University of Bradford with a Bachelor of Science in Accounting and Finance and later went on to study with the Chartered Institute of Insurance attaining the Regulated Diploma in Financial Services.

Waheed helps clients build their own financial confidence and produces plans to allow them to achieve their money and lifestyle goals.

Waheed speaks English, Urdu and Punjabi and is currently learning Arabic. In his spare time he partakes in charity work to help the homeless across the Yorkshire area.

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