Financial Planning Consultant in Ham
I am passionate about financial services and guide clients to define and meet their financial objectives whilst creating a pathway to financial independence. I take the time to get to know my clients and gain a deep understanding of their situation and needs. I then help formulate bespoke, personalised strategies to meet their goals and aspirations. I remain with clients throughout their financial journey advising on areas as diverse as savings and investments, pensions, tax planning, relevant insurance products and estate planning.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and 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.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
I help private clients, entrepreneurs, and senior UK professionals look to grow, protect, and transfer their wealth across generations. My focus is on creating clear, personalised strategies that align with your goals and life stage, helping you make confident financial decisions — even in complex scenarios.
For entrepreneurs and management teams progressing through funding rounds from Series A onwards, I also provide guidance to:
My role is to coach, guide, and partner with clients, ensuring strategic objectives, risk appetite, and long-term goals are clearly defined and integrated into a sustainable financial plan.
I bring a background in finance and strategy from organisations including Reuters (now Refinitiv), FTSE (now FTSE Russell), and Booz Allen Hamilton. I am Investment Advice Diploma qualified (CISI Level 4) a Qualified Accountant (ACMA), and hold an MBA from Cranfield School of Management.
Outside work, I enjoy playing tennis at club level and spending time with family.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
For a free initial consultation, please book an appointment or connect on:
kashef.reid-bashir@quilterfa.com | +44 (0)7939 004063
Estate Planning, Trusts, Tax Planning including Inheritance Tax Planning, Advice held on Cash on Deposit, Succession planning and Offshore bonds are not regulated by the Financial Conduct Authority.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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 16 October 2024.
