BA (Hons) FPFS
Adnan is a Chartered Financial Planner. He has worked in Financial Services since 2005 and joined Attivo in 2018. Adnan is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Adnan holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Adnan holds the following Advanced Financial Planning Papers:
Financial planning: Adnan builds long-term strategies that align goals, resources, and lifestyle priorities.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
