Marketeer to adviser: Wasim Mehmood on meaningful change

‘It is the perfect balance of being client facing and giving services that matter’

Isabel Baxter
clock • 3 min read

In this interview series, Professional Adviser speaks with a range of people across the UK who have left their established career and turned their hand to financial advice. In this instalment, Isabel Baxter talks to Wasim Mehmood.

Kingswood wealth planner Wasim Mehmood heard about financial advice as a career option from his friend who ran her own financial advice business. As he spoke to her more about it and spent time learning more about her career, he was "immediately envious" that he did not come across the advice profession earlier in life and did not study something relevant to it at university. Despite this, Mehmood said his friend reassured him that that it was far from too late to change careers and gave him all the relevant information on the exams, as well as details of the different types of suppor...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

Isabel Baxter
Author spotlight

Isabel Baxter

News editor at Professional Adviser

More on Your profession

CII CEO: PFS has moved past 'tales of woe'

CII CEO: PFS has moved past 'tales of woe'

Matthew Hill on office move and executive director appointment

Jen Frost
clock 20 April 2026 • 6 min read
News editor's view: Standard Life/Aegon UK – Another big deal to digest

News editor's view: Standard Life/Aegon UK – Another big deal to digest

The news editor's Friday Night Takeaway from 17 April

Isabel Baxter
clock 17 April 2026 • 3 min read
Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Raising money for a money literacy charity Money Ready

Professional Adviser
clock 17 April 2026 • 1 min read