Minaz Kasmani

BSc (Hons), Chartered Financial Planner, Fellow PFS

Over the years, I’ve achieved a First Class Honours degree, Certified Financial Planner qualification, Chartered Financial Planner status and Fellowship of the PFS. My commitment to excellence forms the basis of how I serve my clients.

After nearly 2 decades’ industry experience, advising on financial planning and wealth management matters is second nature to me. I do so in a way that is jargon-free and provides focus, clarity and direction.

The insight, wisdom and human touch I am able to offer my clients is perhaps my biggest USP. A few years ago, I took a year-long sabbatical to solo travel through South & Central America. I came back enriched and wiser for the experience, adventures and incredible connections in that time. I’m now a real advocate of getting that balance in life right, financial freedom and making the most of your precious Time in life.

I help my clients focus on what matters, explore the possibilities of what they want, and use their wealth to carve out a life worth living, and create a legacy to be proud of.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

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.