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

132 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 March 2025

  • 59

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 25 November 2024

  • Qualifications Uploaded

    Qualifications not yet added

  • Transparent Fees

    Humaun has provided information on their typical fees

  • 3

    Positive First Impressions

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

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 March 2025

  • 59

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 25 November 2024

  • Qualifications Uploaded

    Qualifications not yet added

  • Transparent Fees

    Humaun has provided information on their typical fees

  • 3

    Positive First Impressions

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

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.

Humaun Rashid

Humaun Rashid

Ascot Lloyd

£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).

About Humaun's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of Humaun

Are you a client of Humaun? Write your own review
Review

by a verified client in East Sussex

5 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension planning and investment

How has Humaun Rashid helped you?

Advise on pension planning and also tax.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in East Sussex

7 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

my last pension advisor/company ceased to trade

How has Humaun Rashid helped you?

advised on putting all pensions together and adding ISA's to my portfolio

Have you seen the outcome you were hoping for?

yes. the portfolio has grown

Review

by a verified client in Essex

13 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Needed pension advice

How has Humaun Rashid helped you?

understanding my needs for now and the future

Have you seen the outcome you were hoping for?

There has been an increased profit in my portfolio

Review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

The need to have a pension in place

How has Humaun Rashid helped you?

He has continued the work of his predecessors as my advisor

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in West Sussex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I first considered this many years ago quite early in my career when I realised I needed to invest my savings wisely.

How has Humaun Rashid helped you?

He has provided sound advice based on a clear understanding of my ongoing financial needs.

Have you seen the outcome you were hoping for?

I consider I'm in a sound financial position at this late stage of life, with my assets protected and adequate finances to enjoy life.

What could they have done better?

I have no suggestions.

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