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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

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can 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 Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.