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Sham Yapa
Financial Planner

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About Sham Yapa

Sham spent his childhood split between school in the midlands and his family home in Northumberland. After completing his MSc in Finance, he did his first stint at Lowes in 2003, helping the firm with its early work disseminating the UK retail structured product market. After that, he moved down to London and spent a decade each in leadership roles in investment banking and financial analysis. Sham has a depth of experience in finance gained directly from the capital markets, which he is now looking to redirect at helping individuals and families to build their financial futures.

“Having spent two decades working in the city, I’ve never been surer that durable financial health isn’t driven by niche insights and timing but by consistency and comprehensive long-term planning. Lowes have been providing this for half a century and I’m delighted to return as a Financial Planner to help clients meet their goals.”

Sham is a keen if now average sportsman and regularly cycles, plays golf, cricket and despite his advancing years, football. Outside of that he enjoys spending time with family and friends.

Business Qualifications

Qualification
Abbreviation
Financial Services, Regulation & Ethics R01 
Investment Principles and Risk R02
Personal Taxation R03
Pensions and Retirement Planning R04
Financial Protection R05
Financial Planning Practice R06
Diploma in regulated Financial Planning DipPFS
Long Term Care CF8

 


Higher Education Qualifications

Qualification
Abbreviation
Business Economics BA (Hons)
Finance MSc



Contact Sham Yapa

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0191 281 8811

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