Waseem Herwitker

Practice Principal and Financial Adviser, Earlswood Wealth Management

Waseem is a qualified Chartered Financial Planner and a Fellow of the Personal Finance Society, with over 15 years experience in Financial Services and Wealth Management.

Waseem set-up Earlwood Wealth Management (formerly First Alliance Financial Services) with an ethos on delivering financial planning which is client-centric rather than product-centric.

Waseem says, “Financial planning isn’t about products but about understanding what the client goals and aspirations are and working with them to create a coherent plan to achieve those goals and more importantly to protect them incase life takes an unexpected turn.”

Waseem holds a BA (Hons) in Accountancy and Finance, Chartered Financial Planner qualification and is a Fellow of the Personal Finance Society. Waseem also has specialist experience in Retirement Planning and was awarded the Peter Jackson award by the local institute for being the top finisher in the region.