Managing Partner & Chartered Financial PlannerJoined KWM
Advanced Diploma in Financial Advice, Chartered Associate of the London Institute of Banking and Finance, BA (Hons).
Ziad has worked in financial services since 2007, joining KWM in early 2017. His previous 10 years were spent advising clients on the equity markets and as such he had built up a deep understanding of the markets and their opportunities prior to joining KWM. Ziad has developed into a Senior Adviser at KWM and is a member of the Management Team.
He holds the Advanced Diploma in Financial Advice and is a Chartered Associate of the London Institute of Banking and Finance. His Chartered status makes him one of the highest qualified financial advisers in the UK. Ziad is thorough, articulate and technically efficient in the work that he does with his clients.
Ziad offers specialist advice on investments, retirement, and estate planning. He works by the ethos of being proud of his output, ensuring that he leaves clients confident that an exceptional plan has been derived for them, and that it will be executed efficiently and with the upmost integrity. Trust isn’t just a word to Ziad – it is a way of being.
Away from work, Ziad is a keen marathon runner, often participating in multiple races a year around the UK. He also enjoys training in the gym and playing golf but somehow still finds the energy to spend quality time with his wife and three sons.
Ziad helped me get my finances in order (which was on my to-do list for a very long time!), taking time to understand my position on both a personal and business level, and providing a very simple yet comprehensive wealth management service, in a way that is easy to understand. I would recommend him to anyone looking to build a credible investment/retirement plan.
Partner - EY
Ziad has been advising on my pension for a few years. I find him reliable, accurate and reactive when required. He understands my personal situation and provides good advice. I recommend Ziad as a personal wealth adviser.
Director – BlackRock
Ziad has been excellent at assisting me with retirement planning and finally sorting out my financial planning. If you need to consider a financial health check or are considering your pension options, I would certainly recommend having a chat with him.
Partner – FRP Advisory
Ziad has been helping me with my financial planning for a number of years now. I find him to be extremely knowledgeable about the products on offer and the approach we should be taking in relation to my portfolio. He has a great client manner knowing exactly when to reach out to me with ideas and how to achieve the most for me in the long run. A pleasure to work with!
Partner – Addleshaw Goddard
Ziad has really helped me to improve my retirement planning, consolidating my previous, underperforming private pensions and advising on tax efficient investments to supplement my pension scheme. I really appreciate the advice he has given me with regard to risk and tax and I now feel that I have a proper retirement plan in place. He is very knowledgeable and client service orientated. It has been a pleasure working with him over the last few years.
Partner – Stone King
Ziad has been working with me for almost two years. He has helped me in my pension planning and also financial planning to help with my retirement plans. He organised the transfer of my earlier pensions into one consolidated pension and made it completely stress free for me. Ziad is extremely knowledgeable about pension and financial planning products and assists with providing details so that I can make informed decisions. It is a pleasure working with Ziad and I would recommend his services.
Director – Bank of America Merrill Lynch
Ziad has been great managing my financial assets; keeping in touch regularly and suggesting products that really work for me.
Partner – Mayer Brown