Khalid Rehman Beng Fcii Fpfs

Head Of Advice Support at AFH

Khalid Rehman has over 30 years of work experience in the financial industry. Khalid currently holds the position of Head of Advice Support at AFH Wealth Management, a prominent independent financial adviser firm with nationwide offices. Prior to this role, Khalid served as the Advice Assurance Manager and Training & Competency Manager at the same company.

Before joining AFH Wealth Management, Khalid worked at the Royal Bank of Scotland Group as an Area Manager for a period of five years. Khalid also gained valuable experience at Aviva plc, where they held various roles including Regional Sales Manager, Senior Compliance Officer, and Financial Advisor.

Khalid's early career includes roles at Winterthur Life as a Training Manager and Zurich Insurance Company Ltd. as a Business Development Manager. Khalid began their career at Sun Life Assurance as a Broker Consultant.

Khalid Rehman BEng FCII FPFS completed their Bachelor of Engineering (B.Eng.) degree in Electrical and Electronics Engineering at The University of Sheffield from 1986 to 1989.

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Timeline

  • Head Of Advice Support

    March, 2023 - present

  • Advice Assurance Manager

    March, 2015

  • Training Competency Manager

    January, 2013

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