Financial Planning
Building a clear financial plan around your circumstances, priorities and long-term objectives.
Financial Planning Built Around You, Your Family and Your Future.
SIDR Wealth provides personalised financial planning and wealth management, helping individuals and families make informed decisions about their money and plan with greater confidence for the future.
Our Areas of Expertise
Three Ways We Can Help You
Private Clients
Personal financial planning and wealth management built around your objectives, lifestyle and long-term future.
Sharia-Compliant Financial Planning
Holistic financial planning for clients who want their finances and investments to reflect Islamic principles.
SEND & Special Needs Financial Planning
Specialist financial planning for families caring for a child or dependant with additional needs, with a focus on their family’s financial security and long-term future.
Lifetime Cashflow Planning
Understanding Your Financial Future
Financial planning is about more than understanding your finances today. It is also about considering how your circumstances may change throughout your lifetime.
Today
Working Life
Retirement
Later Life
Legacy
About SIDR Wealth
Financial Planning Starts with Understanding You.
At SIDR Wealth, financial planning starts with understanding you. We take the time to understand your circumstances, priorities and ambitions before building a financial plan around the future you want to achieve. With over 20 years of experience in financial services, our approach combines personal advice with long-term financial planning and an ongoing relationship as your circumstances evolve.
20+ Years’Experience.
Meet FaisalHow We Help
A Holistic Approach to Your Financial Future.
We take the time to understand your circumstances, objectives, family and future.
Then we build a holistic financial plan around you — not around products.
Investments
Personalised investment advice aligned with your objectives, circumstances and attitude to risk.
Pensions & Retirement
Helping you plan for retirement and make informed decisions about your pensions and future income.
Protection
Helping protect you, your family and your financial plans against life’s unexpected events.
Sharia-Compliant Planning
Financial planning and investment solutions for clients wishing to align their finances with Islamic principles.
SEND Family Planning
Specialist financial planning for families considering the long-term financial future of a child or dependant with additional needs.
Our Approach
A Plan That Evolves with You
Financial planning isn’t a one-off event. Our approach combines personal advice with long-term financial planning and an ongoing relationship as your circumstances evolve.
1.
Understand
We start by understanding you, your family, your finances, your priorities and what you want your future to look like.
2.
Plan
We build a financial plan around your objectives and help you understand the decisions available to you.
3.
Implement
Where appropriate, we put agreed recommendations in place.
4.
Review
We review your plan as your life, circumstances and objectives change.
1.
Understand
We start by understanding you, your family, your finances, your priorities and what you want your future to look like.
2.
Plan
We build a financial plan around your objectives and help you understand the decisions available to you.
3.
Implement
Where appropriate, we put agreed recommendations in place.
4.
Review
We review your plan as your life, circumstances and objectives change.