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Afzaal A

Series 65

Remote

The Mass Group

Afzaal Abbas is a Series 65-licensed financial advisor with three years of industry experience. He is currently with The Mass Group, where he has worked since 2024. Prior to this, he held positions at Hoxton Capital Management USA and Blacktower Financial Management. The Mass Group provides pension advisory, portfolio management, financial planning, and insurance referral services primarily to individual and high-net-worth clients. The firm specializes in UK pension transfers and SIPP implementation, operating mainly on a non-discretionary basis with a focus on client-specific risk profiling and a combination of analytical investment techniques.

General retirement planning Wealth management Retirement income strategy Expats
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Shaun B

Series 65

Remote

The Mass Group

Shaun Brookman is a Series 65-credentialed financial advisor with two years of industry experience. He currently works at The Mass Group and has prior experience with Hoxton Capital Management and Blacktower Financial Management, as well as a seven-year tenure at PWS Group. The Mass Group specializes in pension advisory, portfolio management, financial planning, and insurance referral services for individual and high-net-worth clients, with a focus on UK pension transfers and SIPP implementation. The firm employs a client-specific investment process that incorporates various analysis techniques and operates primarily on a non-discretionary basis.

General retirement planning Wealth management Retirement income strategy Expats
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