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Ashraful Alam

Financial Planning Manager
London office

What attracted you to a career in wealth management?

I am an experienced Wealth Manager, with over 14 years of delivering financial planning to High Net Worth and Ultra High Net Worth clients. I have established myself as a trusted adviser to CEOs and C-Suite Executives at FTSE 100 companies, investment bankers, hedge fund managers and other HNW city professionals.

I enjoy getting to know my clients, their stories and unique journeys. For my clients time is a precious commodity. They are dedicated to building businesses, creating professional legacies and making a positive impact. They rely on me to secure their personal financial wellbeing, by putting plans in place, to deliver enduring prosperity for themselves and their families.

How do you approach your role on a daily basis? 

Leading a dynamic team of Financial Planners at Quilter Cheviot Financial Planning's London Office, I act as a trusted adviser. Collaborating with professionals like lawyers and tax specialists, we craft tailored strategies encompassing asset preservation, profit extraction, business exit, family office, responsible investing, and philanthropy. Our approach focuses on client objectives, ensuring personalised and value driven financial management.

What are your interests outside of work?

Beyond my professional role, I foster professional connections with law firms, accountants & tax specialists, and commercial advisers. Outside the office, I find joy in sports, travel, and the fulfilling role of mentoring young individuals, channelling my passion for personal and professional development.

The value of your investments and the income from them can fall and you may not recover what you invested.