Professionally

At work

Suleman has worked in financial planning since graduating from Keele University in 2020. He supports leading Financial Planners in the industry, combining a client-centric approach with detailed cashflow forecasting and tailored suitability reports, ensuring clients feel confident in their financial decisions.

With a strong foundation of industry qualifications, including Chartered Financial Planner status and Fellowship with the Personal Finance Society, Suleman brings deep technical expertise to his role and takes pride in supporting the wider team. He is particularly interested in managing internal research panels and exploring innovative solutions, such as AI integration, to drive forward-thinking practices within the business.

Personally

At home

Having recently moved back to Birmingham, Suleman is settling back with his wife and spending quality time with family. He’s a keen runner and regular weightlifter, always looking for ways to challenge himself physically. He enjoys cooking—especially firing up the BBQ for family. He loves discovering new restaurants and having good food like Turkish, Moroccan and Middle Eastern cuisine with big portion sizes. Travel is now firmly on the agenda; he’s planning to spend as much time as he can exploring other countries.

Spotlight questions

Getting to know
Suleman

What do you enjoy most about your job?

Being a part of the client journey from the beginning and helping clients “understand the why”.

What motivates you at work?

Constantly learning new things given how dynamic the financial planning industry can be. Seeing clients react positively to my presentations is also very rewarding.

Who inspires you? Why?

My father, who always encourages me to work hard and stick to my principles.

Tell us something people may be surprised to learn about you…

That I completed a half marathon and a 15km Tough Mudder within one week of each other.

What’s at the top of your bucket list?

Travelling across East Asia, in Japan, Malaysia, Singapore and Indonesia to eat lots of delicious food and bask in sunny rays.

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0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE

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