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Umarrah Shafiq

Chartered MCSI
Chartered Financial Planner

With over eight years of experience, Umarrah is a Chartered Wealth Planner dedicated to helping individuals and families achieve their financial goals. She has held key roles at Mazars, RBC Brewin Dolphin, and Prudential, gaining broad expertise across financial disciplines. Her Psychology degree from Heriot-Watt University informs her empathetic approach, ensuring she understands her clients’ unique needs.

At Skybound Wealth Management, Umarrah champions the “Women Like Us” brand, empowering women to gain financial independence and confidence. Her mission is to provide steadfast support, whether clients are navigating complex financial challenges or planning for their future.

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Trusted by + clients over years at Skybound Wealth

About Umarrah

With over eight years of experience in guiding clients to achieve their financial aspirations, Umarrah is a Chartered Wealth Planner with a deep commitment to helping individuals and families navigate their financial journeys. Her diverse professional background includes significant roles at esteemed institutions such as Mazars, Brewin Dolphin RBC, and Prudential, where she honed her expertise across various financial disciplines. Umarrah’s academic foundation in Psychology from Heriot-Watt University underpins her empathetic approach to financial advising, allowing her to truly understand and address the unique needs of her clients.

At Skybound Wealth Management, Umarrah proudly represents the firm’s “Women Like Us” brand, a dedicated initiative focused on empowering women in their financial lives. Umarrah’s passion for fostering confidence and financial independence among women is deeply personal. Her mission is to provide unwavering support, whether her clients are navigating complex financial landscapes or planning for future aspirations.

Qualifications & Awards

Chartered MCSI

Regions

UAE

Areas of Expertise

  • Pension Transfers
  • Trust & Inheritance Tax Planning
  • Lifestyle Financial Planning
  • Retirement Planning
  • International Investments
  • Regular and Lump Sum Savings
  • Education Fee Planning
  • Health Planning
  • Asset and Lifestyle Protection

My Support Team

Jabir Sarharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

Fiona Neill

UK Repatriation Specialist

Take A Look At Some Of Umarrah's Client Reviews

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