Fatima Al-Rashid

About Fatima

Fatima Al-Rashid is a Chartered Financial Planner (CFP) and qualified personal finance coach who specialises in helping newly arrived immigrants understand and participate in the financial systems of their host countries. Having arrived in the UK from Jordan in 2010, Fatima spent years confused by the British banking system, credit scoring, and tax filing — a frustration that eventually led her to qualify as a financial advisor and then to pivot into education-focused coaching. She holds the Level 6 Diploma in Financial Planning from the Chartered Insurance Institute and is a registered member of the Chartered Institute for Securities and Investment (CISI). Fatima works with clients across the UK, Canada, and Australia to demystify credit scores, help them select the right bank accounts and credit-building products, navigate their first tax filings as newcomers, and build financial resilience in an unfamiliar system. She is one of the only financial coaches in the UK who offers specific guidance on Sharia-compliant (halal) financial products for Muslim clients. Her coaching approach is educational and empowering — she believes that financial literacy is a foundational immigrant right, not a luxury.

Areas of Expertise