About Shadi
Shadi helps successful individuals take control of their finances — and their future — with clarity and confidence.
As a Financial Planner and co-founder of Transform, she works with successful individuals, business owners and senior executives across Edinburgh and Aberdeen, guiding them through some of life’s biggest transitions: inheritance, retirement, business exits, or simply that sense of “what next?”
Her approach is deeply personal and values-driven. She creates a safe, non-judgemental space for clients to explore what really matters — then helps build a financial plan to support it.
“It’s not about being told what to do. It’s about being empowered to say, this is what I want to do.”
With a background that spans advertising at the Financial Times, an MBA from Edinburgh University School of Business, and over 15 years in financial services, Shadi blends analytical thinking with emotional insight. She also leads Transform’s corporate wellbeing initiatives and co-hosts The Joy of Money podcast.
Behind the scenes, she plays a hands-on role in the business — shaping strategy, mentoring the team, and building lasting referral partnerships with legal and accountancy firms.
Shadi lives in Edinburgh with Angus (her husband and fellow co-founder), their four boys, and Tilly the dog. Outside of work, she’s an avid runner, an enthusiastic party host (nicknamed the “party queen”)!
View Shadi’s client reviews on VouchedFor.
An interesting fact about me
“I love entertaining and have been called a “party queen.” I’m also a huge movie buff.”
Meet the rest of the team
Angus Kirk
Director & Financial Planner
Danielle Wilson
Financial Administrator
Transform Financial Planning (FP) is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference no. 608975.
Registered in Scotland. Company Number: SC456760. Registered Address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Regulations, levels and bases of taxation are subject to change. The value of your investment can go down as well as up and you may not get back the full amount you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning, Business Planning, Will Writing, Taxation and Trust Advice. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries. See our Website Terms of Use.
Making a Complaint
If you wish to register a complaint, please email hello@transformfp.com or write to us at Transform FP, Compliance Officer, 129-131 Comely Bank Road, Edinburgh, EH4 1BH UK, or telephone us on 0131 315 222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
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