Waqas Nawaz

Since 2017, I’ve built a career in financial services that spans both onshore and offshore markets, including valuable experience working in Switzerland. Over the years, I’ve had the privilege of advising senior executives, business owners, and high-net-worth individuals across a range of complex financial planning needs.

My core areas of expertise include pensions, investment strategies, estate planning, protection, and cashflow modelling—an essential tool I use to help clients clearly visualise their financial future and make confident, informed decisions.

By combining technical knowledge with a pragmatic, client-first approach, I deliver advice that is both strategic and highly personal—tailored to support long-term goals, mitigate risk, and build lasting financial security.

Outside of the office, I enjoy staying active through regular gym training and playing tennis.