An Associate Partner Practice of St. James's Place Wealth Management

Malikzada Financial Planning

Zohul Malikzada

Dip PFS, Cert CII (MP)

I am extremely dedicated to providing exceptional, bespoke financial planning to individuals and businesses in London. I thrive on finding out about each client’s specific needs and desires, and work with them to procure tailored long-term solutions. I prides myself on my integrity, the high-level personal service that I offer and the quality of the advice that I give each client. I am particularly passionate about working with women to help them look forward to an independent, secure financial future for them, their families and their businesses.

About

Established in 2019 Malikzada Financial Planning provides sound expertise in financial management. Having accepted an offer from St. James's Place Wealth Management as a Partner Practice, I am able to provide a wealth of experience for my clients.

With over nine years’ experience working within the financial sector (one of UK’s largest banking groups) I decided to develop my own Practice in order to provide services in my key area of speciality.

Problem solving has always played a central role within my work for both individual and SME clients. I conduct a comprehensive financial health check as this allows me to gain a thorough understanding of my clients’ financial status in order for me to confidently provide advice.

My purpose at Malikzada Financial Planning is to solve clients’ financial problems by improving their financial situations and mitigate their present and future concerns.

The comprehensive wealth management service offered is professional, confidential and covers all areas of financial planning for individuals or SME clients. As everyone’s financial situation is unique, I ensure that the solutions are bespoke and appropriate for each client’s goals and aspirations.

Malikzada Financial Planning prides itself to deliver services in a professional, courteous and high-quality manner, in order to build and develop a lasting relationship with clients. This allows me to support my clients to remain on track whilst they move forward in life. We therefore have the flexibility to develop their financial plan in line with life events, unexpected issues and in line with legislative changes.

Clients that have used my services have been highly satisfied and have provided positive feedback. This is evident when new clients enquire about the services as a result of a personal recommendation from an existing client. I am pleased to make a positive impact in clients’ lives who go and recommend my services to their family and friends. I am appreciative of the endorsement of my work.

My vision has always been to offer financial advice to women and to empower them to become financially independent. Unfortunately, there are still many women who are not confident in taking financial decisions and strategies upon them. This situation can leave these women utterly floundering financially if divorce or bereavement occurs. Malikzada Financial Planning believes women can retain their financial independence and have control over their money. If circumstances change, these women will be protected as they move forward. All women, regardless of their marital or employment status should have financial confidence, independence and I am passionate about enabling this to happen.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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Testimonials

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Before working with Zohul I felt a bit stuck. I had a few accounts. The usual; current, savings & an ISA along with some cash all of which was just sitting there and not really earning any interest & to be honest was losing value as the rate of inflation went up & the money gained little or no inter...
Matthew knight |London
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. Equities do not provide the security of capital which is characteristic of a deposit with a bank or building society.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.