Money Advice & Planning Ltd (MAP) has a franchise in Surrey, run by Khalid Mahmood. Khalid lives and works in Surrey but is happy to travel to London, Kent and Sussex to see clients; either in the comfort of their own home or office, or alternatively at another location to suit.
His areas of expertise include:
- Tax-efficient investment planning;
- Pre- and post-retirement planning strategies (including pensions and divorce);
- Pension analysis and advice on Defined Benefit and Defined Contribution schemes;
- Inheritance Tax mitigation planning;
- Getting the best results from savings, investments and ISAs; and
- Finding the right personal and business protection solutions for you.
Khalid is happy to advise clients on any matter, however his specialist areas are investments, bespoke financial planning, tax and estate planning and pension transfers.
Having spent more than 20 years helping clients with major financial decisions, Khalid has built up a wealth of experience which has been invaluable to all of those who have dealt with him.
Khalid holds the Certificate in Mortgage Advice & Practice, the Diploma in Financial Advice and the prestigious Pension Transfer Qualification; all from the London Institute of Banking and Finance. He is married with four children.
0208 144 0405
07789 728 880
khalid.mahmood@mapfinances.co.uk
@ifasurrey
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Accreditations
We are authorised and regulated by the Financial Conduct Authority (FCA) to provide financial advice to UK-based individuals and organisations.
We hold the Investors In People award, which is a testament to how we treat customers and staff alike with respect and understanding.
As members of the British Franchise Association (bfa), we hold a standards-based accreditation to show we undertake ethical franchising.