Omar Iqbal
Wealth Planning Director at Cazenove Capital
Based in Birmingham, United Kingdom
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Seniority
Director
Department
General Business & Management
Location
Birmingham
Industry
Investment Management
Company size
515
Contact information
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o•••••••@cazenovecapital.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Omar Iqbal
I have been advising ultra-high-net-worth clients and their families for over 14 years. I specialise in advising entrepreneurs, business owners and professional sports people on various areas of their finances including retirement planning, estate planning and tax structuring. I am a Fellow of the Personal Finance Society and a Chartered Financial Planner. I also hold the IMC, PCIAM and STEP Certificate in Financial Services (Trusts and Estate Planning) qualifications.
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