Riz Din Email and Phone Number
Iโm Riz, an experienced Chartered Financial Planner ๐I previously worked in the financial markets and risk management before moving into financial services. My role involves various aspects of financial planning and working alongside James Blackham to ensure the best financial planning outcomes for clients.Away from work, I like to: ๐ Spend time with family ๐ Read ๐ถ Going for long walks ๐ Playing sports (badminton, tennis, squash, golf)๐ ๐ณ๐ฟ๐ฒ๐๐ต ๐ฎ๐ฝ๐ฝ๐ฟ๐ผ๐ฎ๐ฐ๐ต ๐๐ผ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฝ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด Our mission is to help you cultivate financial wellbeing, giving you the freedom to enjoy day-to-day life and achieve your goals because youโve planned for the future.We believe fresh thinking is key ๐ Whether you are: ๐ Saving for the future๐ A business owner ๐ Approaching retirement ๐ Enjoying retirement We can help you to reach your goals. ๐ช๐ต๐ฎ๐ ๐บ๐ฎ๐ธ๐ฒ๐ ๐๐ ๐ฑ๐ถ๐ณ๐ณ๐ฒ๐ฟ๐ฒ๐ป๐? We believe a good financial consultant should have expert knowledge and advice to help you navigate the complex world of personal finance. But, they should also act and speak like a family friend, guiding you through important decisions and challenges with honest, impartial advice. Our approach is: โ Personal โ Professional โ Human๐ง๐ต๐ฒ ๐ฝ๐ฒ๐ผ๐ฝ๐น๐ฒ ๐๐ต๐ผ ๐บ๐ฎ๐๐๐ฒ๐ฟ, ๐ผ๐๐ฟ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐, ๐๐ฎ๐โฆโJames and the team helped us to realise our goal by bringing everything together in a very clear, understandable package.โ ๐ฑโWith the help of James and his team, our initial objectives were promptly and efficiently achieved.โ ๐ฑ๐๐ฒ๐ ๐ถ๐ป ๐๐ผ๐๐ฐ๐ต Ready when you are. Let's have a chat and start to achieve your goals ๐โ๏ธ 0203 8196992๐ง hello@bloomfinancialconsulting.co.uk๐ 27 Parolles Road, London, England N19 3RE
Bloom Financial Consulting
View- Website:
- bloomfinancialconsulting.co.uk
- Employees:
- 5
-
Chartered Financial Planner And Associate DirectorBloom Financial ConsultingRoyal Leamington Spa, Gb -
Chartered Financial PlannerBloom Financial Consulting Apr 2024 - Present -
ParaplannerAbrdn Feb 2022 - Apr 2024Reading, England, United Kingdom -
ParaplannerPunter Southall Wealth Mar 2019 - Jan 2022Guildford, United Kingdomโข Writing bespoke Suitability Reports to support adviser led recommendations, primarily focused on investments, defined contribution pensions, estate planning, etc. Focus on high net worth clients.โข Writing review letters, ad-hoc letters, etcโข Researching investments, tax positions, and dealing with ad-hoc requests e.g. IHT, carry forward calculationsโข Ensuring reports are fully compliant with internal and external requirementsโข Mentoring/buddying new starters to ensure smooth integration (training, report checking, etc)โข Various project work (e.g. developing and maintaining caseload tracking tool, client fee calculator tool, etc) โข Delivering in-house training on FE Analytics across Paraplanner teams at PSWโข Attending client meetings and industry events, and maintaining professional knowledgeโข Systems: XPlan, in-house cash flow tools, FE Analytics, Fidelity & other platforms -
Technical Analyst/ParaplannerErgowealth Ltd Jan 2018 - Jan 2019Marlow -
Commercial Operations - Shift Trader (Nbp)Centrica Storage Sep 2014 - Jan 2018Staines -
Credit Risk AnalystCentrica Storage Sep 2011 - Sep 2014Staines -
Centrica Finance Programme (Acca)Centrica Sep 2009 - Jun 2012Staines, WindsorRotations as follows:2011-2012: Middle Office Risk Analyst 2010-2011: Gas Business Finance Analyst (Midstream Centrica Energy). 2009-2010: Internal Controls Analyst (British Gas) -
Currency Trader (Macro)Self-Employed May 2006 - Jun 2009Various
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Fx StrategistBarclays Investment Bank Jan 2002 - Mar 2005Canary Wharf, London -
Relationship Executive (Ibd), Scandi RegionBarclays Investment Bank Sep 2000 - Jan 2002Canary Wharf, London
Riz Din Education Details
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Chartered Insurance InstituteFinance And Financial Management Services -
Finance And Financial Management Services
Frequently Asked Questions about Riz Din
What company does Riz Din work for?
Riz Din works for Bloom Financial Consulting
What is Riz Din's role at the current company?
Riz Din's current role is Chartered Financial Planner and Associate Director.
What schools did Riz Din attend?
Riz Din attended Chartered Insurance Institute, The London Institute Of Banking & Finance, Acca, Brunel University London.
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