0330 038 8938
Based in Bank
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FCA Regulated
Kashef and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 June 2025
Kashef and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Kashef has not received any client reviews in the past 12 months
Kashef has not received any reviews in the last 12 months
Kashef has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 30 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Kashef has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Kashef has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kashef has not yet added their fees to their profile
Fees not yet added
Kashef has not yet added their fees to their profile
15
Positive First Impressions
87% of VouchedFor users have had a positive (4 or 5 star) first experience with Kashef (based on 15 first impressions)
87% of users who are not yet clients had a positive first experience with Kashef
87% of VouchedFor users have had a positive (4 or 5 star) first experience with Kashef (based on 15 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Kashef and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 June 2025
Kashef and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Kashef has not received any client reviews in the past 12 months
Kashef has not received any reviews in the last 12 months
Kashef has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 30 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Kashef has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Kashef has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kashef has not yet added their fees to their profile
Fees not yet added
Kashef has not yet added their fees to their profile
15
Positive First Impressions
87% of VouchedFor users have had a positive (4 or 5 star) first experience with Kashef (based on 15 first impressions)
87% of users who are not yet clients had a positive first experience with Kashef
87% of VouchedFor users have had a positive (4 or 5 star) first experience with Kashef (based on 15 first impressions)
My aspiration is to ensure you keep and grow your pensions, investments and other assets at a higher rate than you would have done without having me in your corner. If you are in the position where you are retired, I can help you ensure you draw funds down in a tax efficient way. In essence, I can help you navigate your financial journey by producing a cashflow statement outlining your financial plan out to late retirement. This can be pivotal in making informed decisions around where you should place, grow and draw funds to meet a set of pre-defined life goals through your life arc. With me, you will accumulate and decumulate funds whilst bearing down on any tax liabilities. I have specific, developed expertise on pensions, investments, tax planning, protection, estate planning and Inheritance Tax. Where there is a requirement to step outside my restricted remit with Quilter, I have the ability to gain a concession. We often utilise discretionary fund managers and IHT specialists for those who would like to draw on specific expertise. However, most individuals will find that I can cover off the vast majority of their need without requiring external expertise.
Offers available through VouchedFor
Contact Kashef through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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