Omar Iqbal

Spear’s Review

Omar Iqbal is a wealth planning director in Cazenove Capital’s Birmingham office. He has been providing financial advice to HNW and UHNW clients for nearly 15 years, specialising in in retirement planning, estate planning and tax structuring. 

Iqbal regularly works with entrepreneurs, business owners and professional sportspeople who have far-reaching investment portfolios. Managing the wealth of these clients demands a comprehensive knowledge of tax and estate law, which Iqbal acquired during his successful four-year tenure as vice president at Barclays and six years at accounting firm BDO. 

He is also a chartered financial planner and a fellow of the Personal Finance Society.