Shaz Khan
Chartered Financial Planner @Dgs Chartered Financial Planners
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WORK HISTORY
Chartered Financial Planner @Dgs Chartered Financial Planners
GB
At DGS our decisions are based on what is best for our clients. We don’t sell products, we build solutions. By getting to know you, and understanding your needs and goals we can implement a plan to help you achieve them. We view our relationships with our clients as long term and maintain regular contact, reviewing and adapting our advice as our client’s circumstances change.As a Chartered firm, we must demonstrate our professional commitment to raising standards of knowledge, capability and ethical practice. We use this knowledge and skill to deliver the highest quality of advice, placing our client’s interests at the heart of what we do.
EDUCATION
Chartered Insurance Institute
Cert CII (FS) Pass
Aquinas College (Stockport)
Business Studies & Business Finance
Chartered Insurance Institute
Cert Discretionary Investment Management
Chartered Insurance Institute
Cert (SMP) Adv Mortgage Certificate, Adv Mortgage Level 4
Chartered Insurance Institute
Dip. PFS Financial Planning, Financial Planning Level 4
The Manchester Metropolitan University
Bachelor's degree, Business Finance
Chartered Insurance Institute
Fellowship FPFS, Financial Planning and Services
LIBF
CeMAP (Pass), Mortgages
Chartered Insurance Institute
Chartered Financial Planner , Financial Planning and Services
Hazel Grove High School
GCSE - 10 A-C GCSE'S
Chartered Insurance Institute
Cert Cii (Life & Pensions), Life & Pensions
Chartered Insurance Institute
Certificate in Equity Release
ABOUT SHAZ KHAN
I’m an Chartered Financial Planner providing independent and impartial financial advice, with over 15 years’ experience within the financial services sector. I started out working as a cashier at Santander to then giving mortgage advice before moving to a financial advice practice, where I obtained my qualifications and broadened my knowledge to include investments and protection. I have continued to study over the years to become a Level 8 Chartered Financial Planner and Fellow with the Personal Finance Society.My approach to financial advice has always been to give the very best experience to all my clients. I value each client\'s individuality and work very closely to get to know them and to create a plan which is bespoke to them. I am extremely passionate about helping my clients and their families achieve their financial aspirations.I specialise in offering expert advice in a wide range of areas, including retirement planning, specialising in NHS pension advice and inheritance tax and investments.Outside of work, I enjoy a very active lifestyle, and can often be found playing football and tennis.
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