Muhammed Khan

Wealth Planner

Muhammed joined Succession Group Limited in August 2017, from Mazars Financial Planning Ltd, where he qualified as a Financial Planner, having successfully completed their financial planning graduate programme. Prior to Mazars, Muhammed spent a number of years working within Investment Banking at Merrill Lynch, having graduated from The University of Birmingham with a bachelor’s degree in Economics.

Muhammed provides holistic financial planning advice for private clients, owner-manager businesses and small medium enterprises (SMEs), covering Tax & Estate Planning, Wealth Management & Investment Advice, Retirement & Pensions Planning, Tax-efficient Profit Extraction for business owners, Life Assurance Planning (personal and corporate) and Cash Flow Planning & Forecasting, as part of an overall strategy aimed at achieving their own financial ambitions and objectives.

Muhammed is able to demonstrate to clients how effective personal financial planning can help protect and enhance their net worth by constructing and implementing bespoke financial plans and strategies, including independent advice on a wide range of income strategies and planning opportunities available when approaching retirement, and assisting entrepreneurs, professional partners and senior directors make sense and use of complex pension and investments legislation.

Outside of the office, Muhammed leads an active lifestyle, playing a variety of sports, hiking and is also a film enthusiast.

0121 212 9212

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