Skip to main content
Search

Azim Ahmed

Financial Planning Consultant Chartered ALFBF in Rochdale

A little bit about Azim

I am a Chartered Associate of the London Institute of Banking and Finance. I have expertise in pensions and investments, with a high degree of technical knowledge gained from working in the financial services industry since 2001.

Find out more about me below.

Start the conversation

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

General Insurance

Home contents insurance, buildings insurance.

Testimonials

NT

I was initially referred to Azim by Kevin (my financial adviser). Azim has the relevant qualifications for the transfer of final salary pensions,and provides a very good service.

Transferring such type of pensions is a complex and lengths process. From the start of transferring my Hilton final salary pension Azim established a very good rapport and interacted well with me. Whenever I required assistance he was only a call away. He was always thorough and clear with his explanations . All done in a calm and professional manner and with a good sense of humour which helps when dealing with such occasional dull and complicated proceedings.

Transferring my pension was one of the major decisions in my life. Thanks to Azim's dedication and attention to detail ,I felt confident in believing in his advice which gave me peace of mind and helped develop a trusting relationship with him. It is hard to find someone of his calibre and qualities in the financial sector . I could sense that he is proud of his job and acts for the best interests of his customers.

More about me

I am highly enthusiastic and committed to helping individuals, business owners, the self-employed, and entrepreneurs achieve their financial wealth goals. I enjoy assisting clients in building and preserving wealth through effective investment, tax, and retirement planning.

I have specialist knowledge in final salary pensions and am qualified to advise on pension transfers to flexible access arrangements.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.