Aegis Financial Planning Ltd - Qais Hamza

Independent Financial Adviser  12 Heathshot, London, TW10 6NT
First meeting at adviser's own cost
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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
Mr Qais Hamza

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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.

Where to find us
Head office address: 12 Heathshot, Friars Stile Road, London, TW11 0AW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021

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