Kashef Reid-Bashir

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

I take the time to get to know my clients and appreciate that they may not have the time to devote to analysing their financial position to ensure their investments are tax efficient and produce the desired returns with an appropriate level of risk. I am also acutely aware that clients may not necessarily put adequate levels of protection in place for themselves and their families to minimise the impact of any adverse events life may throw at them.

I help my individual or organisational clients put plans in place which:

• Are directly aligned with their objectives
• Help achieve financial independence as rapidly as possible
• Avoid any unnecessary inheritance and personal tax exposures
• Ensure sufficient resources are available to do what they want when they stop working
• Preserve wealth over the long term using appropriate estate planning strategies.

I offer an initial financial well-being check at my own expense where I run through my potential clients' financial needs and expectations. In terms of background, I am a commercially astute, highly accomplished, finance professional with consulting and corporate experience in organisations including, Reuters (now Refinative), FTSE (now FTSE Russell) and Booz Allen Hamilton. I am Investment Advice Diploma Qualified (CISI, level 4), a Qualified accountant (ACMA) and MBA (Cranfield School of Management). On a personal level, I play tennis at club level and enjoy spending time with family.