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Waleed Khan

Associate Partner @ St. James’s Place Wealth Management

Financial Adviser at Aviva

London, Greater London, United Kingdom

Ranked #1,013 out of 20,260 for Associate Partner in United States

Section title

Waleed Khan's Email Addresses & Phone Numbers

Waleed Khan's Work Experience

St. James’s Place Wealth Management

Associate Partner

March 2012 to Present

London, United Kingdom

Nationwide Building Society

Senior Financial Consultant

September 2006 to March 2012

London, United Kingdom

Waleed Khan's Education

ifs School of Finance

DipFA (Diploma for Financial Advisers) Financial Advice

2010 to 2012

ifs School of Finance

CeFA (Certificate for Financial Advisers) Financial Advice

2008 to 2009

Coventry University

Bachelor of Arts (B.A.) Law

2002 to 2006

Waleed Khan's Professional Skills Radar Chart

Based on our findings, Waleed Khan is ...

Calm
Confident
Communicator

What's on Waleed Khan's mind?

Based on our findings, Waleed Khan is ...

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Waleed Khan's Estimated Salary Range

About Waleed Khan's Current Company

St. James’s Place Wealth Management

St. James's Place Wealth Management is a FTSE 100 company. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

Frequently Asked Questions about Waleed Khan

What company does Waleed Khan work for?

Waleed Khan works for St. James’s Place Wealth Management


What is Waleed Khan's role at St. James’s Place Wealth Management?

Waleed Khan is Associate Partner


What is Waleed Khan's personal email address?

Waleed Khan's personal email address is w****[email protected]


What is Waleed Khan's business email address?

Waleed Khan's business email addresses are not available


What is Waleed Khan's Phone Number?

Waleed Khan's phone +44 ** **** *356


What industry does Waleed Khan work in?

Waleed Khan works in the Financial Services industry.


About Waleed Khan

📖 Summary

As an Associate Partner of St. James's Place I am privileged enough to represent one of the most prestigious and well respected companies in the wealth management industry. I work with Professionals, Entrepreneurs and Small businesses based in the City of London and West End. I pride myself on developing relationships with my clients and managing their financial affairs as their circumstances evolve. My technical ability and my attention to detail make me a great asset in managing your wealth. For further information please visit my website: www.waleedkhanwealth.co.ukAssociate Partner @ St. James's Place Wealth Management is a FTSE 100 company. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. From March 2012 to Present (3 years 9 months) London, United KingdomSenior Financial Consultant @ Advising clients on complex matters of financial advice including estate/inheritance planning and post-retirement planning. From September 2006 to March 2012 (5 years 7 months) London, United KingdomDipFA (Diploma for Financial Advisers), Financial Advice @ ifs School of Finance From 2010 to 2012 CeFA (Certificate for Financial Advisers), Financial Advice @ ifs School of Finance From 2008 to 2009 Bachelor of Arts (B.A.), Law @ Coventry University From 2002 to 2006 Waleed Khan is skilled in: Wealth Management, Portfolio Management, Financial Advisory, Investments, Life Insurance, Income Protection, Savings and Investments, Critical Illness, Financial Services, Inheritance Tax and Estate Planning, Pensions, Strategic Financial Planning, Pensions Transfers, Retirement, Investment Advisory


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In a nutshell

Waleed Khan's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

4 year(s), 8 month(s)

Waleed Khan's Willingness to Change Jobs

Unlikely

Likely

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Waleed Khan's Social Media Links

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