Waleed Khan

Waleed Khan Email and Phone Number

Financial Services Consultant | Forward-Thinking Financial Adviser | Bridging the gap between technology and advice
Waleed Khan's Location
London, England, United Kingdom, United Kingdom
About Waleed Khan

I am an entrepreneurial minded finance professional. Having spent the majority of my career within wealth management and financial advice I then pivoted towards a more technology-driven finance path. I have over 18 years of experience within key financial services disciplines and have previously co-founded a fintech startup. I have maintained various influential positions within my career, having supported the UK’s largest insurer and workplace pensions provider respectively with their retirement planning proposition and business development strategy. I am forward-thinking and creative whilst possessing a commercial focus. I am adaptable in both corporate and startup based environments and have a strong knowledge of fintech as well as being a subject matter expert on investment and financial advice.

Waleed Khan's Current Company Details

Financial Services Consultant | Forward-Thinking Financial Adviser | Bridging the gap between technology and advice
Waleed Khan Work Experience Details
  • Ortec Finance
    Head Of Uk Wealth Management Solutions
    Ortec Finance Sep 2023 - Jun 2024
    London, England, United Kingdom
    Growing the UK Wealth market share with our OPAL goals based financial planning solution and OPAL Risk profiling tools. Responsible for supporting our partners and key client relationships.
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  • Nest - National Employment Savings Trust
    National Business Development Manager
    Nest - National Employment Savings Trust Sep 2021 - Sep 2023
    London, England, United Kingdom
    Head of business development for the largest workplace pensions provider in the UK. Responsible for managing and cultivating relationships with Employee Benefits Consultants (EBCs) and developing new business opportunities. Setting business strategy to develop new markets whilst managing a small team.
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  • Aviva
    Retirement Propositions Adviser
    Aviva May 2017 - Dec 2020
    London, United Kingdom
    Advising and supporting Aviva Financial Advice with the development of their specialist Retirement planning proposition including the onboarding of customers onto the MyAviva digital platform.
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  • Simple Finance
    Co-Founder & Ceo
    Simple Finance Oct 2015 - May 2017
    London, Uk
    SimpleFinance is a fintech startup which reached MVP stage. We were building a financial planning software platform aimed at helping Millennials to better manage their finances. At the time we pitched to investors and VC firms, held presentations and held discussions with affiliate partners. The build reach minimum viable product stage and we were able to attract potential investors.We were shortlisted as a finalist for the 'Future of Finance Challenge' run by IBM and Tech London Advocates.
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  • St. James’S Place Wealth Management
    Associate Partner
    St. James’S Place Wealth Management Mar 2012 - Dec 2015
    London, United Kingdom
    Advising high net-worth clients on wealth management whilst incorporating specialist tax planning.
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  • Nationwide Building Society
    Senior Financial Consultant
    Nationwide Building Society Sep 2006 - Mar 2012
    London, United Kingdom
    Providing holistic financial planning advice on savings, investments, pensions and protection to retail clients.
    View

Waleed Khan Education Details

Frequently Asked Questions about Waleed Khan

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

Waleed Khan's current role is Financial Services Consultant | Forward-Thinking Financial Adviser | Bridging the gap between technology and advice.

What schools did Waleed Khan attend?

Waleed Khan attended Saïd Business School, University Of Oxford, Imperial College Business School, Chartered Insurance Institute, The London Institute Of Banking & Finance, The London Institute Of Banking & Finance, Coventry University.

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