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  7. Aegis Financial Planning Ltd - Qais Hamza

Aegis Financial Planning Ltd - Qais Hamza

Independent Financial Adviser  12 Heathshot, London, TW10 6NT
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FCA authorised
Last authorised 13th September 2021
We are a bespoke advisory practice and not a large, faceless corporation, meaning we can offer independent, unrestricted access to the whole of the market on the best terms possible for you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Rest of world
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Sharia finance
Meet our advisers
Mr Qais Hamza
About us

I am a qualified Financial Planner and have a career background that spans many aspects of finance and overseas wealth management, my expertise includes assisting high net worth clients with investments, savings, retirement planning and estate planning.

My strengths lie in being an excellent communicator and being highly effective in the interpretation of complex product information, regulatory requirements and risk assessment detail to meet client requirements

Our services

Our mission is to challenge the traditional model of how wealth management has previously been delivered by cutting out excessive hidden fees, providing access to whole of market investments on the best terms possible and deliver a highly personalised service.

We offer independent, unrestricted guidance at a sensible cost that clients will always clearly see.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

12 Heathshot, Friars Stile Road, London, TW11 0AW

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