Return to Team
Naveed has been in financial services since 2004, starting his career at Britannia Building Society, before working for Aviva as a financial consultant in 2007. He has also specialised in Lifetime mortgages for the last 10 years helping many clients over the age of 55, have a more comfortable retirement. Naveed provides holistic financial planning for a range of clients and is currently studying for his advanced diploma which will lead to him becoming a Chartered Financial Adviser
In his spare time Naveed enjoys kick boxing and going to the gym. He has two cats and likes classic cars.
For more information on services, and to arrange a no obligation initial meeting to discuss your position and requirements, please get in touch.
I recently worked with Naveed and I couldn’t be more impressed with the service he provided. Naveed took the time to thoroughly review my financial situation, which made me feel confident that nothing important was overlooked. He recommended tailored financial packages that perfectly suited my needs and future goals. What stood out most was Naveed’s ability to explain complex financial concepts in such a clear and simple way. This clarity made the entire process straightforward and stress-free. Thanks to Naveed’s expertise and personable approach, I felt empowered to choose the best options for me. I highly recommend his services to anyone looking for a knowledgeable, patient, and effective financial adviser.
J Mohammad~Private Client
