Zohaib Mir, DipPFS
Financial Planner at EQ Investors- Claim this Profile
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Topline Score
Bio
Eliad Weidmar Pahima
I have had the pleasure of being introduced to Zohaib through contacts at LinkedIn. The approach and the way he explained everything was top level and he is clearly a very knowledgeable man in this industry. What really sold it for me was his patience in allowing me to make the decision and never pushed for me to give an answer. I requested multiple meetings so I felt comfortable and ok to engage in a relationship of this kind and I always felt the ball was in my court. On a personal level, Zohaib is a genuine and approachable person who I have enjoyed getting to know throughout my process. All of our conversations have been great and something I have thoroughly enjoyed and benefited from. His hands-on approach and how he connects with clients was another great selling point for me. I want someone who I can reach out to and frequently discuss my options to proactively make changes that will benefit me the most, for me that is Zohaib. I'm very happy that I now have the knowledge that I have and made proactive decisions for the future and this is thanks to Zohaib. On a personal view, I would definitely recommend him to anyone who would ask.
Elise Crichton
Zohaib has gone above and beyond in making sure that I understand the way the pension scheme and personal investments work in the UK. His extensive knowledge coupled with great client care continually reassure me that I'm in safe hands.
Eliad Weidmar Pahima
I have had the pleasure of being introduced to Zohaib through contacts at LinkedIn. The approach and the way he explained everything was top level and he is clearly a very knowledgeable man in this industry. What really sold it for me was his patience in allowing me to make the decision and never pushed for me to give an answer. I requested multiple meetings so I felt comfortable and ok to engage in a relationship of this kind and I always felt the ball was in my court. On a personal level, Zohaib is a genuine and approachable person who I have enjoyed getting to know throughout my process. All of our conversations have been great and something I have thoroughly enjoyed and benefited from. His hands-on approach and how he connects with clients was another great selling point for me. I want someone who I can reach out to and frequently discuss my options to proactively make changes that will benefit me the most, for me that is Zohaib. I'm very happy that I now have the knowledge that I have and made proactive decisions for the future and this is thanks to Zohaib. On a personal view, I would definitely recommend him to anyone who would ask.
Elise Crichton
Zohaib has gone above and beyond in making sure that I understand the way the pension scheme and personal investments work in the UK. His extensive knowledge coupled with great client care continually reassure me that I'm in safe hands.
Eliad Weidmar Pahima
I have had the pleasure of being introduced to Zohaib through contacts at LinkedIn. The approach and the way he explained everything was top level and he is clearly a very knowledgeable man in this industry. What really sold it for me was his patience in allowing me to make the decision and never pushed for me to give an answer. I requested multiple meetings so I felt comfortable and ok to engage in a relationship of this kind and I always felt the ball was in my court. On a personal level, Zohaib is a genuine and approachable person who I have enjoyed getting to know throughout my process. All of our conversations have been great and something I have thoroughly enjoyed and benefited from. His hands-on approach and how he connects with clients was another great selling point for me. I want someone who I can reach out to and frequently discuss my options to proactively make changes that will benefit me the most, for me that is Zohaib. I'm very happy that I now have the knowledge that I have and made proactive decisions for the future and this is thanks to Zohaib. On a personal view, I would definitely recommend him to anyone who would ask.
Elise Crichton
Zohaib has gone above and beyond in making sure that I understand the way the pension scheme and personal investments work in the UK. His extensive knowledge coupled with great client care continually reassure me that I'm in safe hands.
Eliad Weidmar Pahima
I have had the pleasure of being introduced to Zohaib through contacts at LinkedIn. The approach and the way he explained everything was top level and he is clearly a very knowledgeable man in this industry. What really sold it for me was his patience in allowing me to make the decision and never pushed for me to give an answer. I requested multiple meetings so I felt comfortable and ok to engage in a relationship of this kind and I always felt the ball was in my court. On a personal level, Zohaib is a genuine and approachable person who I have enjoyed getting to know throughout my process. All of our conversations have been great and something I have thoroughly enjoyed and benefited from. His hands-on approach and how he connects with clients was another great selling point for me. I want someone who I can reach out to and frequently discuss my options to proactively make changes that will benefit me the most, for me that is Zohaib. I'm very happy that I now have the knowledge that I have and made proactive decisions for the future and this is thanks to Zohaib. On a personal view, I would definitely recommend him to anyone who would ask.
Elise Crichton
Zohaib has gone above and beyond in making sure that I understand the way the pension scheme and personal investments work in the UK. His extensive knowledge coupled with great client care continually reassure me that I'm in safe hands.
Credentials
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Diploma in Regulated Financial Planning
Chartered Insurance Institute
Experience
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EQ Investors
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Planner
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Sep 2021 - Present
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Morrinson Wealth
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United Kingdom
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Financial Services
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100 - 200 Employee
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Financial Consultant
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Jan 2020 - Sep 2021
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1.618 Advisory Services
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South Africa
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Financial Services
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100 - 200 Employee
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Protection Advisor
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Sep 2015 - Nov 2018
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Education
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University of Portsmouth
Bachelor of Science (BSc), Finance