Mo Khan is a Chartered Financial Planner and a member of the Personal Finance Society. Being Chartered is widely accepted as the gold standard for financial planning in the UK.
Mo specialises in providing holistic financial planning advice, covering Investment planning, Pensions & Retirement planning, Inheritance Tax & Estate planning and Protection advice.
Having trained with a national Accountancy Practice, Mo has worked with a variety of clients, ranging from High Net Worth (HNW) to Ultra High Net Worth (UHNW) individuals, developing and implementing bespoke and complex financial planning strategies, delivered in a transparent and informative manner. Mo also works with Business Owners & Small Medium Enterprises (SMEs) on tax-efficient profit extraction strategies, Business Protection and bespoke planning relating to the potential sale of their business and Succession Planning.
Mo has key focus on Lifestyle planning and aims to develop financial planning strategies aimed at allowing his clients live the life they want! To underpin this focus, Mo undertakes comprehensive cashflow modelling to help bring clarity to his client’s current and future circumstances, and to stress test the financial plan put in place on behalf of his clients. This ultimately gives his clients peace of mind, and the confidence that their financial affairs are in good hands.
Mo aims to focus on your vision & happiness, not just the numbers so that you are clear how recommendations fit in with your Lifeplan. As an independent financial planner, Mo will only act with your best interests at heart advice.
Outside of work, Mo enjoys being a father and spending quality time with family & friends. Mo enjoys keeping fit and active, by playing a variety of sports and also has a love for nature and the outdoors. Mo regularly visits Kenya for hiking & Safari trips (to satisfy his inner Attenborough) and charitable work.