Hena Shad DipFA, CeMAP, CeRER
Senior Financial Planner
I have more than 15 years of experience in financial services which includes eight years at Lloyds Banks and two years at NatWest.
I joined the company in 2017 and specialise in helping clients buy commercial property using a SIPP. Alongside my pension expertise, I am versatile and enjoy being able to advise on all areas of financial services including investments, mortgages for portfolio buy-to-let landlords and other mortgages such as equity release products.
Outside of work, I have two young boys (or three including my husband!) who keep me busy.
- 2017 to present: Antrams (now Pembroke) Financial Services
- 2009 to 2017: Lloyds Bank
- 2007 to 2009: NatWest
My advisor, Hena Shad, and Antrams [now Pembroke] have been committed to putting my needs first and have gone above and beyond to ensure my pension and investments have been handled with the best possible outcome. Hena has been a pillar of strength throughout the whole financial planning process. I would highly recommend them for the precise, personal management they offer.