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Baijul Shah Cert PFS CeMAP

Financial Planner

Baijul joined Perspective (South) Ltd in October 2022 as he wanted to work for a national firm of financial planners where the brand was established and progressive.

Baijul has been working in the Banking & Financial Services Industry since 1989. He started his career with the Woolwich Equitable Building Society and became a Financial Planner in 1996 and has also held tied advising roles with Lloyds TSB (LTSB), Santander & AXA. Baijul has also held IFA roles with Bradford & Bingley, Woolwich Independent Financial Advisory Service and more recently with a directly authorised Whole of Market IFA practice.

His role involves meeting clients to understand their financial planning needs & objectives and thereafter putting plans in place to work towards their ultimate goals & aims. He finds helping clients on their financial journey and building a solid lifetime financial planning relationship most rewarding.

Baijul has a wealth of experience and knowledge which makes him great at his job. He has obtained the London Institute Banking & Finance (LIBF) Level 4 Diploma for Financial Planners qualification, the Chartered Insurance Institute (CII) Level 3 Certificate in Financial Planning, the LIBF Level 3 Certificate in Mortgage Advice & Practice and the CII Financial Planning Certificate.

Outside of work Baijul enjoys reading, interior design, theatre, keeping fit and active and enjoys watching most sports.

Baijul
Milton Keynes Office

16 Shenley Pavilions
Chalkdell Drive
Shenley Wood
Milton Keynes
MK5 6LB

Telephone: 01908 257888

Warrington Office

The Shippon
Laskey Farm
Thelwall
Warrington
WA4 2TF

Telephone: 01925 750380

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Chartered Financial Planners

Perspective (South) Ltd, Registered in England and Wales No 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

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We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk