Wealth Planner
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.
Location: London
A bit about me:
I enjoy participating and watching many sports and I am currently improving my Brazilian jiu-jitsu skills.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do means having a positive attitude to the task at hand, in order to provide the best outcome for our clients.
Contact:
khaled.miah@canaccord.com
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