Velish Aliyev

Advice Associate

Financial planning professional with two years of financial services experience across FCA-regulated and offshore wealth management environments. Completed the CII Level 4 Diploma in Regulated Financial Planning (DipPFS, February 2026) and currently progressing towards the CII Level 6 Advanced Diploma and STEP Diploma in Trusts and Estates. Practical grounding across pensions, ISAs, investment bonds, and protection products, covering client onboarding, new business processing, ongoing servicing, and suitability preparation