Humaun Rashid

Humaun Rashid

Ascot Lloyd

Minimum savings/pensions: Over £100,000

0127 376 7897
Based in Hove
View location

Top Rated 2025
Verified since: December, 2024

4.7 out of 5

130 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 March 2025

    Humaun is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Humaun's status

  • 58

    Recent Client Reviews

    Verified reviews: 100%

    Humaun has received 58 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 November 2024

    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.

  • Qualifications Uploaded

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    Humaun has not yet added their qualifications to their profile

  • Transparent Fees

    Humaun has provided information on their typical fees

    Humaun has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Humaun

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Humaun (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 March 2025

    Humaun is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Humaun's status

  • 58

    Recent Client Reviews

    Verified reviews: 100%

    Humaun has received 58 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 November 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Humaun has not yet added their qualifications to their profile

  • Transparent Fees

    Humaun has provided information on their typical fees

    Humaun has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Humaun

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Humaun (based on 3 first impressions)

Offering full holistic Independent Financial Advice to both companies and individuals across the South East. Having succeeded in the financial services industry with two of the biggest global banks, private wealth management and additional experience working in the offshore markets in the Middle East. With over 17yrs of quality industry knowledge and practical active experience, I am well equipped to give each client accurate, competent and bespoke service. Through my diverse experience, I provide a fresh pair of eyes for discerning investors looking for an unbiased independent review of their current plan and lifetime strategy. I am able to cut through industry jargon, provide clear straightforward financial advice in plain English. Specialist areas include: ✔ Lifetime Planning - Cash Flow Modelling ✔ Estate Succession Planning - Strategic Trusts ✔ Holistic Wealth Management - Accumulation, Decumulation & Preservation ✔ Specialist Planning - VCT, EIS, AIM, BPR ✔ Ethical, Active and Passive Strategies ✔ Protection – Life, Critical Illness and Income Protection ✔ Full Retirement Planning - Pension Transfers, Drawdown & Annuity ✔ Strategic Tax Planning - Income tax, Capital Gains Tax & Inheritance Tax ✔Strategic Asset Allocation - Discretionary Fund Management In my spare time I enjoy travelling with my family, spending quality time with my 2 children and playing tennis regularly.

£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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Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.