0131 268 0014
Based in Edinburgh
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FCA status: Certified by Firm
Shadi is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Shadi's status
Last checked: 01 July 2025
Shadi is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Shadi's status
4
Recent Client Reviews
Shadi has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shadi has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 July 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Shadi has not yet added their qualifications to their profile
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Shadi has not yet added their qualifications to their profile
Transparent Fees
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Shadi has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Shadi is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Shadi's status
Last checked: 01 July 2025
Shadi is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Shadi's status
4
Recent Client Reviews
Shadi has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shadi has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 July 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Shadi has not yet added their qualifications to their profile
Qualifications not yet added
Shadi has not yet added their qualifications to their profile
Transparent Fees
Shadi has not yet added their fees to their profile
Fees not yet added
Shadi has not yet added their fees to their profile
Hi, I’m Shadi! I’m a Director and Financial Planner at Transform. I enjoyed a five-year career at the Financial Times before pursuing a career in financial services. In 2009, myself and my husband set up Bridge Investments (now Transform!). I am a qualified financial planner & Money Mindset Coach. I believe that understanding your relationship with money, and how you make financial decisions is core to understanding your own finances, particularly for women. I specialise in: - Helping and educating women understand their finances - Work closely with Clients to understand their relationship with money - Helping you make financial decisions with clarity and confidence. Who are Transform? At Transform, we help people find financial confidence so they can live life to the full. - Transform your life - We work with people who are: - Aspiring to retire - Stepping into retirement - Inheriting money - Going through major life events. - Don’t just take our word for it - For our clients, three of the biggest benefits of working with us are: - “Confidence and trust” - “Peace of mind for financial security” - “Support and assistance in meeting financial goals”. 99% of clients believe that working with us has helped or will help them achieve their financial goals. We’ll be by your side through it all. Good things start with a conversation. Let’s chat about what we can do for you.
Offers available through VouchedFor
Contact Shadi through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Shadi's clients
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Adviser Disclaimer
Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975. Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.