Sasha Titelbaum

Sasha Titelbaum

Adviser
Joined KWM

2019

Qualifications

Dip PFS

Sasha joined KWM in 2019 with a wealth of entrepreneurial experience. He ran his own London-based fashion company for 16 years and co-owned a restaurant. Customer service has been engrained into Sasha from the very first day of his career, and he understands more than anyone what principles and values should be upheld with our clients.

Sasha understands the passion that drives success, as well as the hard work and worry that goes along with it. His first-hand experience allows him to display empathy and a robust understanding of the financial objectives and emotions that his clients will inevitably go through. He enjoys forging supportive, authentic relationships with clients to help them achieve their goals and ambitions.

Naturally, Sasha specialises working with business owners, although he advises many clients who do not run their own business. He holds the Diploma in Financial Planning and is effective in investment, retirement, and protection planning.

Outside of work, Sasha is a man of many talents! He has travelled the world as a house music DJ, a passion that remains today, although things have quietened down (a little) now, as he devotes most of his time to his wife and four children.

Bradley Jones

Since working with Sasha that anxious feeling of not having a plan for the future is completely gone. Sasha is a warm, welcoming and easy-to-talk person which made everything seems easy to deal with. I thought it was going to be hard to put plans in place but it turn out to be a quick process. We now have a pension in place and our children's future is covered. Thanks, Sasha

Founder @ Sure

Glen Tonkyn

As a busy business owner, I didn’t have the time to look after my retirement plans. Sasha has helped me consolidate my workplace and personal pensions, and with his help, there are better controls in place, specifically for what they are invested in. His understanding of the markets and with his solid guidance, he has made investing easy and very successful, Sasha now looks after all my investments. He certainly makes my life easy so I can get on with what I do best, running my own company.

Entrepreneur, Chief Executive Officer & Co Founder

Jane Eve Horgan

My husband and I were at a stage, when we knew we needed to review our finances. Not knowing where to start, Sasha had so much patience in walking us through our stats and understanding how to build for the future, whilst also being able to live life. I have every trust in having Sasha as our financial advisor and would highly recommend his services.

Executive Assistant

Marshall Frieze

Sasha has helped consolidate my pensions into one place and also help me get my 25% tax-free cash. Sasha is a pleasure to work with and makes what seems like a complex procedure easy to understand and easy to get done.

I have Sasha‘s mobile number and he always picks up or phoned me back within a few hours. Much easier than being on hold to my previous pension providers. We also have life insurance with Sasha and again his quotes were better than anyone else’s.

Hannah Loveday

Sasha was a pleasure to work with. Very clear in explaining the process and benefits. Sasha went to that extra mile when my current savings account was slow at responding to our request for a transfer. I feel very confident that I am capable hands.

Wellbeing Trainer & Speaker

Alice Williams

Sasha has been acting as our financial advisor over the last year, and he has helped organise our pension, life insurance and a junior ISA for our son. He is consistently generous with his time and is always happy to spend the time to clearly explain our options and help us choose the right financial path. We feel very happy with his work and would definitely recommend his services.

Director

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