Straight-talking financial adviser for business owners and senior professionals 👨🏻‍💼 Jargon-free financial advice and planning without the pinstripe suit 😎 Do you know how much you’ll have to live on in retirement?

Your company stock is worth more than your house.

On paper, you're wealthy. In reality? You're terrified of having all your eggs in one very expensive basket.

I get it.

As one client put it: "If you talk to people who worked at Nokia or Blackberry, you know that rich feeling can flip very quickly."

I'm Shabbar. I've spent 15+ years helping professionals just like you turn financial complexity into life clarity.

Here's what I believe: Money is never the end goal. It's the tool that gives you choices.

Whether you're wrestling with RSU golden handcuffs or wondering "When can I actually retire?", the questions that keep you awake aren't really about money. They're about life:

- What lifestyle do I want when I retire and how much will this cost?
- How much should I be saving for my retirement?
- When can I afford to stop working, slow down, or perhaps work part-time?
- What income can I expect from my various pension plans?

My approach is different. I don't start with your portfolio - I start with your life.

What makes me different with RSUs specifically?

I help you diversify smartly - reducing concentration risk while still backing your company to succeed. We explore strategies like utilising spouse allowances, maximising available tax vehicles, and creating a balanced approach that doesn't leave you overexposed to one stock's performance.

The result?

Take one recent client - a senior professional whose RSU grants had grown to over 50% of their net worth. They felt wealthy on paper but terrified about having everything tied to one company.

Within 18 months, we'd reduced their company stock exposure to just 7% while building a diversified, tax-efficient portfolio. We used both spouses' CGT allowances, timed sales around vesting dates to avoid unnecessary tax, and wrapped the proceeds in ISAs and pension contributions.

Now they sleep better, have genuine diversification, and still benefit from their company's success - just without the anxiety of having all their eggs in one basket.

Ready to stop feeling trapped by your own success?

Shabbar Kassam

Supporting PE and VC portfolio companies with FP&A and financial modelling.

Many PE portfolio businesses grapple with inaccurate forecasting and inconsistent reporting.

Which can be driven by a quiet anxiety about meeting ambitious EBITDA or revenue targets.

And an awareness that their finance systems and processes are not fit-for-purpose, but hesitating to admit it openly.

Maybe you can relate?

Unfortunately, it happens all too often. 

We see it with our clients all the time.

Over the last 5 years, we've worked with PE portfolio businesses to solve these issues.

...specifically to get more precise forecasts and consistent reporting to propel growth and enhance decision-making.

When that's sorted, you're able to stop worrying about:

- Inconsistent or inaccurate data leading to unreliable reports
- Manual processes or lack of expertise to handle complexity
- Difficulty in forecasting P&L performance or managing liquidity

And instead: 

- Clear and reliable reporting to understand current performance
- Rapid responses to queries or Board requests
- Tools and processes to manage cash flow and future planning effectively

For example: 

An IT Managed Services business (£20m annual revenues) came to us with no clear financial forecast post PE acquisition, Now they have an integrated financial model, providing them with a tool to provide visibility of future performance.

And a PE-backed Telecoms business (£25m annual revenues) came to use with no clear management reporting by business unit. Now they have a reporting pack, produced every month, with clear and reliable reporting by business unit.

Ready to transform your financial forecasting and management reporting? Schedule a call at Calendly (https://calendly.com/tariq-alessian), email me at tariq@alessian.co.uk, or drop me a direct message here on LinkedIn.

Talk soon, 

Tariq 👋

taplio

The Battle

Shabbar Kassam

Tariq Baha

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?