Samim Mitha

DipPFS
Financial Consultant
phone symbol 0113 387 8240
mobile symbol 07894 079770
Background

Having previously worked as a Financial Planning Manager with HSBC, I joined Clayton Holmes Naisbitt in 2013 as a Financial Consultant.

Areas of Expertise

Helping businesses ease the burden of NEST and Auto Enrolment, providing bespoke shari’a compliant investment and pension solutions for Muslim clients.

Services for Individuals

Working with individuals to deliver a personalised service on an ongoing basis to meet their needs both now and in the future. To help clients achieve their retirement planning goals. Samim offers advice on all areas of financial planning including Investments and protection.

Services for Businesses

Offers solutions to SME with an exceptional level of customer service that clients can trust. Provides tax planning for investments within Self Invested Pension Plans (SIPP’s) and Small Self Administered Schemes (SSAS’s).

Hobbies

Mosaic art, cycling, holidays and downtime with family.

Interesting Fact

I enjoy travelling!