Ayesha Khan

Ayesha Khan Email and Phone Number

Ayesha Khan Financial Planning, Associate Partner Practice, St. James's Place Wealth Management DipPFS Cert CII MP @
Ayesha Khan's Location
Westerham, England, United Kingdom, United Kingdom
About Ayesha Khan

I am an experienced Wealth Management Adviser with a demonstrated history of working in the financial services industry for over 25 years. I pride in my ability to offer bespoke and tailored advice to individuals on a personal/business basis, with the aim to generate trusted long-term relationships with my clients. My advice covers all areas of Wealth Management including, Retirement Planning, Wealth Protection, Mortgage Planning and Investment Planning. For more information, please feel free to email me on ayesha.khan@sjpp.co.uk or give me a call on 07710 580611. Your home may be repossessed if you do not keep up repayments on your mortgage. Ayesha Khan Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Practice' is a marketing terms used to describe St. James's Place representatives.SJP Approve 28/06/2023

Ayesha Khan's Current Company Details
St. James’s Place Wealth Management

St. James’S Place Wealth Management

Ayesha Khan Financial Planning, Associate Partner Practice, St. James's Place Wealth Management DipPFS Cert CII MP
Ayesha Khan Work Experience Details
  • St. James’S Place Wealth Management
    Associate Partner At Ayesha Khan Financial Planning
    St. James’S Place Wealth Management Aug 2019 - Present
    Westerham
    At Ayesha Khan Financial Planning I aim to provide tailored advice to our clients which in turn will help to build long term trusted relationships to meet our client's individual needs. St. James's Place is a FTSE 250 company providing a range of wealth management solutions from investments to pensions. At St. James’s Place, your relationship starts with us, rather than ends, at the point you decide to invest.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
  • St. James'S Place Wealth Management
    Advisor For Ragarfield Consultants Limited At St. James'S Place.
    St. James'S Place Wealth Management Nov 2015 - Jul 2019
    I am a Wealth Management Consultant for Ragarfield Consultants Ltd. I am experienced financial planning professional. Helping individuals make the most of their life by aligning their finances with what's most important to them.
    View
  • Afh Wealth Management
    Independent Financial Adviser
    Afh Wealth Management Oct 2014 - Sep 2015
    United Kingdom
    Kent
  • Charles Derby Financial Services
    Financial Planning Consultant
    Charles Derby Financial Services Nov 2013 - Oct 2014
  • Santander
    Client Relationship Manager
    Santander Jan 1998 - Apr 2013
    Advising clients on Wealth Management, financial advise, sales and protection. Building client relationships and developing existing relationships.
  • Santander
    Customer Service Manager
    Santander Jan 1995 - Jan 1998
    Advising customers on a range of products to suit their needs, sales, building and developing client relationships.
  • Santander
    Personal Banker
    Santander Jan 1993 - Jan 1995
    Advising customers on a range of products to suit their needs, sales, building and developing client relationships.

Ayesha Khan Skills

Banking Crm Customer Service Sales Strategic Financial Planning Credit Legal Advice Relationship Management Wealth Management Financial Advisory Retail Banking Finance Risk Management Financial Planning Financial Services Loans Portfolio Management Retirement Planning Investments Investment Advisory

Ayesha Khan Education Details

Frequently Asked Questions about Ayesha Khan

What company does Ayesha Khan work for?

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

What is Ayesha Khan's role at the current company?

Ayesha Khan's current role is Ayesha Khan Financial Planning, Associate Partner Practice, St. James's Place Wealth Management DipPFS Cert CII MP.

What schools did Ayesha Khan attend?

Ayesha Khan attended University Of East London, University Of East London.

What skills is Ayesha Khan known for?

Ayesha Khan has skills like Banking, Crm, Customer Service, Sales, Strategic Financial Planning, Credit, Legal Advice, Relationship Management, Wealth Management, Financial Advisory, Retail Banking, Finance.

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