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Khalid is a CFA Charterholder and financial adviser with over a decade of experience across leading investment firms, including Morgan Stanley, Aberdeen Group, Royal London, and specialist managers in the tax-efficient investment space.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
1102
Minimum
wealth
wealth
£500k+
Meet the team
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+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
helped
2565
Minimum
wealth
wealth
£50k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
helped
38
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
helped
20165
Minimum
wealth
wealth
£150k+
Meet the team
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.
Clients
helped
helped
114
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
helped
20165
Minimum
wealth
wealth
£150k+
Meet the team
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family.
The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
Clients
helped
helped
65
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

A good financial plan isn’t about products, it’s about results. I help you make confident decisions with clear, straightforward advice built around your goals.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£100k+
Meet the team
F
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers
