Khalid Mahmood

Independent Financial Adviser  Suite 20, Fitzroy House, Worcester Park, KT4 7AT
First meeting at adviser's own cost
Independent Chartered Financial Adviser, specialised in Pensions, Retirement Planning, Investments, Tax efficient Investment, Life Insurance. Our first meeting is free.
We can advise you on
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Annuity purchase
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Khalid Mamood Chartered MCSI, Chartered ALIBF
Independent Financial Adviser

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

Associate members are experienced alumni members who have successfully completed an ifs BSc (hons) degree or Associateship qualification and undertaken a programme of post-qualification Continuing Professional Development.

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.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

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.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

About us

Quality of service, trust and transparency are just a few of our core values. The key services we offer are Independent Financial Advice, Financial Planning and Investment Services. The product sectors we specialise in are Pensions, savings and Investments, Life cover and protection Insurance. We believe Financial Advice and planning should never be a "one size fits all" approach and in order to understand you and your goals we offer a free, no obligation, initial meeting. This allows us to fact find all the information we require to start providing you with first class advice and planning.
Khalid Mahmood is an adviser with Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority.

Our services

Specialised in financial advice for individuals, families, corporate clients and charities.

Areas of Advice:

. Retirement Planning
· How to get the best from your Investments & ISAs
· How to protect your lifestyle & income
· The most tax efficient ways to invest for your retirement
· How to access your Pension Plans
· Is a pension annuity still suitable for you
· How to mitigate your Estate’s Inheritance Tax liability

Where to find us
Head office address: Suite 20, Fitzroy House, Lynwood Drive, Worcester Park, KT4 7AT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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 13th September 2021

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