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:
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.