Shadi Kirk

Director & Financial Planner

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About Shadi

Following a five-year career at the Financial Times, Shadi moved up to Edinburgh in 2005 to do her MBA at Edinburgh Business School. On completion, she pursued a career in financial services, and in 2009 she and her husband Angus set up Bridge Investments (now Transform!) 

Shadi believes firmly in the importance of understanding your own finances, particularly for women. She specialises in financial planning which involves working closely with clients to find out what they really want to do in their lives, then working together to draw up a plan on how to achieve this.

Shadi and Angus have a family of four boys and a dog, Tilly. She spends most of her time outside of work as a taxi driver ferrying the children to various sports and numerous birthday parties. When she does find time for herself she enjoys running, and has run three half marathons. 




Diploma in Financial Planning

Certificate in Financial Planning

FCA Register

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