Omar Quareshy

“Money is rarely just about money. It’s about what it allows you to do for the people you love.”

I was raised by my dad, who brought up me and my three siblings on his own. I still remember how hard he worked – going to work, providing for us, then coming home to cook us dinner. I never once heard him complain. He did everything he could to give us what we needed and more, but that came with financial struggle, and there were things he would have loved to do that he simply could not. Seeing that first-hand taught me early how much money, or the lack of it, shapes the choices a family can make.

Life has moved quickly since then. I studied Law and Economics at university before joining Mattioli Woods, and I am now a father myself, which has changed how I see everything. I am the person my household relies on, so I understand clients who are building security for the people they love.

Good advice begins with listening. Before I suggest anything, I want to understand what you are working towards, what matters most to you and what a good future looks like in your own words. Only then do we build a plan around your life rather than a set of assumptions. Life rarely stands still, so I review your plan with you as things change to make sure it stays aligned.

I advise across a broad range of financial planning areas so that you have a clear, connected view of your finances. I have a particular interest in Inheritance Tax (IHT) planning, which many people find daunting and tend to put off. I help clients understand where they stand, what their options are and the practical steps needed to make sure what they have worked hard for passes to the people they care about. I also guide clients through pension planning, including contributions, allowances and carry forward, always explained in simple terms.

Relationships sit underneath all of this. I have found that being easy to talk to makes a real difference. When you feel at ease from the first meeting, you are more likely to speak openly, including the things you might otherwise keep to yourself. That honesty is what allows me to give advice you can rely on.

Outside of work, my family keeps me busy. My wife is my biggest motivator, the person who wants the best for me, and I would not be where I am without her. I stay active by playing football and padel, although pretty average at both. I’m also a Manchester United fan, which has not been as enjoyable as it used to be, but I am loyal to the end.

Work with me over time, and you’ll find someone reliable, easy to reach, and focused on the best outcome for you and your family. Whether it’s a happy moment or a hard one, you’ll have someone in your corner doing everything they can in your best interests.