About Khaled
I am a Chartered Financial Planner with over ten years’ experience in the wealth management industry. I help build personalised, well-structured financial plans and tax-efficient investment strategies to assist clients in realising their long-term financial goals. My specialisation includes providing adept guidance in essential areas such as, retirement planning, onshore and offshore investment planning, inheritance tax (IHT) planning and financial protection.
Additionally, I collaborate with fellow professionals, including accountants and solicitors, providing a comprehensive approach to guide clients through every stage of their financial planning journey.