Riz Din

Riz Din Email and Phone Number

Chartered Financial Planner and Associate Director @ Bloom Financial Consulting
Royal Leamington Spa, GB
Riz Din's Location
Royal Leamington Spa, England, United Kingdom, United Kingdom
About Riz Din

Iโ€™m Riz, an experienced Chartered Financial Planner ๐Ÿ˜„I 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: ๐Ÿ˜Š Spend time with family ๐Ÿ“– Read ๐Ÿšถ Going for long walks ๐Ÿ“ Playing sports (badminton, tennis, squash, golf)๐—” ๐—ณ๐—ฟ๐—ฒ๐˜€๐—ต ๐—ฎ๐—ฝ๐—ฝ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐—ต ๐˜๐—ผ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด Our mission is to help you cultivate financial wellbeing, giving you the freedom to enjoy day-to-day life and achieve your goals because youโ€™ve planned for the future.We believe fresh thinking is key ๐Ÿ”‘ Whether you are: ๐Ÿ‘‰ Saving for the future๐Ÿ‘‰ A business owner ๐Ÿ‘‰ Approaching retirement ๐Ÿ‘‰ Enjoying retirement We can help you to reach your goals. ๐—ช๐—ต๐—ฎ๐˜ ๐—บ๐—ฎ๐—ธ๐—ฒ๐˜€ ๐˜‚๐˜€ ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐˜? 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: โœ… Personal โœ… Professional โœ… Human๐—ง๐—ต๐—ฒ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐˜„๐—ต๐—ผ ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ, ๐—ผ๐˜‚๐—ฟ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€, ๐˜€๐—ฎ๐˜†โ€ฆโ€œJames and the team helped us to realise our goal by bringing everything together in a very clear, understandable package.โ€ ๐ŸŒฑโ€œWith the help of James and his team, our initial objectives were promptly and efficiently achieved.โ€ ๐ŸŒฑ๐—š๐—ฒ๐˜ ๐—ถ๐—ป ๐˜๐—ผ๐˜‚๐—ฐ๐—ต Ready when you are. Let's have a chat and start to achieve your goals ๐Ÿ‘‡โ˜Ž๏ธ 0203 8196992๐Ÿ“ง hello@bloomfinancialconsulting.co.uk๐Ÿ“ 27 Parolles Road, London, England N19 3RE

Riz Din's Current Company Details
Bloom Financial Consulting

Bloom Financial Consulting

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Chartered Financial Planner and Associate Director
Royal Leamington Spa, GB
Employees:
5
Riz Din Work Experience Details
  • Bloom Financial Consulting
    Chartered Financial Planner And Associate Director
    Bloom Financial Consulting
    Royal Leamington Spa, Gb
  • Bloom Financial Consulting
    Chartered Financial Planner
    Bloom Financial Consulting Apr 2024 - Present
  • Abrdn
    Paraplanner
    Abrdn Feb 2022 - Apr 2024
    Reading, England, United Kingdom
  • Punter Southall Wealth
    Paraplanner
    Punter Southall Wealth Mar 2019 - Jan 2022
    Guildford, United Kingdom
    โ€ข 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.โ€ข Writing review letters, ad-hoc letters, etcโ€ข Researching investments, tax positions, and dealing with ad-hoc requests e.g. IHT, carry forward calculationsโ€ข Ensuring reports are fully compliant with internal and external requirementsโ€ข Mentoring/buddying new starters to ensure smooth integration (training, report checking, etc)โ€ข Various project work (e.g. developing and maintaining caseload tracking tool, client fee calculator tool, etc) โ€ข Delivering in-house training on FE Analytics across Paraplanner teams at PSWโ€ข Attending client meetings and industry events, and maintaining professional knowledgeโ€ข Systems: XPlan, in-house cash flow tools, FE Analytics, Fidelity & other platforms
  • Ergowealth Ltd
    Technical Analyst/Paraplanner
    Ergowealth Ltd Jan 2018 - Jan 2019
    Marlow
  • Centrica Storage
    Commercial Operations - Shift Trader (Nbp)
    Centrica Storage Sep 2014 - Jan 2018
    Staines
  • Centrica Storage
    Credit Risk Analyst
    Centrica Storage Sep 2011 - Sep 2014
    Staines
  • Centrica
    Centrica Finance Programme (Acca)
    Centrica Sep 2009 - Jun 2012
    Staines, Windsor
    Rotations as follows:2011-2012: Middle Office Risk Analyst 2010-2011: Gas Business Finance Analyst (Midstream Centrica Energy). 2009-2010: Internal Controls Analyst (British Gas)
  • Self-Employed
    Currency Trader (Macro)
    Self-Employed May 2006 - Jun 2009
    Various
  • Barclays Investment Bank
    Fx Strategist
    Barclays Investment Bank Jan 2002 - Mar 2005
    Canary Wharf, London
  • Barclays Investment Bank
    Relationship Executive (Ibd), Scandi Region
    Barclays Investment Bank Sep 2000 - Jan 2002
    Canary Wharf, London

Riz Din Education Details

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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