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...

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