About Us
The Founder
Taimur Malik, Chartered MSCI is a distinguished public speaker, seasoned investor, and expert financial and investment coach and educator with over two decades of experience in the investment management industry.
His deep understanding of the financial landscape has been honed through years of hands-on experience managing a diverse personal portfolio, which includes investment properties, pensions, and stock market ventures.
As a Charter Member of the Chartered Institute of Investments and Securities, Taimur Malik stands at the forefront of the industry, with a specialized focus in Index Funds, SIPP/SASS Pensions, SA (Serviced Accommodation) and long-term tenanted properties.
His status in the financial community is marked by a commitment to excellence and a keen understanding of market dynamics, which have earned him a reputation as a reliable and authoritative figure in the field.
He is passionate about empowering others to achieve financial security and independence. Through his innovative 3Ps model—Property, Pension, Passive Investments—he guides investors towards a future free from financial worries, abundant in passive wealth, and full of opportunities to enjoy life. His approach is tailored to help individuals and professionals build a secure financial foundation, ensuring long-term prosperity and peace of mind.
Commitment to Financial Education and Wellbeing
Recognized for his ability to simplify complex financial concepts, he is a sought-after speaker who shares his insights at conferences, universities, and other educational platforms. His ability to connect with audiences and provide actionable advice has made him a respected and influential figure in the world of finance and investment.
Roadmap to Financial Prosperity
As a trusted voice in the UK’s financial circles, Taimur Malik is in high demand as a speaker at top conferences and investment events. His signature 3Ps model—Property, Pension, Passive Investments—speaks directly to the needs of professionals. With his relatable insights, he empowers his audience to take control of their financial future, build wealth with confidence, and enjoy the freedom that comes with financial security.
Mission
His mission is to bridge the gap between financial knowledge and those who need it most—school students and charity employees. Through tailored workshops and interactive learning experiences, he strives to transform complex financial concepts into practical tools that empower individuals to take control of their financial destinies.
By demystifying budgeting, saving, and investing, he helps these individuals not only understand the principles of financial well-being but also apply them to secure their futures and support their families, ultimately fostering a community of financially savvy and resilient individuals.
Personal Empowerment through Life's Financial Planning and Strategy
By integrating engaging workshops and practical tools, his aim is to demystify financial concepts, providing these individuals with the knowledge and confidence to build a secure financial future.
His focus on creating accessible resources and fostering a supportive learning environment ensures that both professionals can achieve financial stability for themselves and their families, paving the way for a more informed and financially resilient community.
Focus on Behavioural Finance and Human Biases and misjudgements
How do our individual biases and cognitive shortcuts influence our financial decision-making?
In his coaching and seminars, Taimur Malik has a special focus on the profound impact of behavioural finance and human biases on our paths to financial success.
Our innate tendencies to succumb to biases such as overconfidence, loss aversion, and herd mentality can divert us from sound investment choices and strategic financial decisions.
By embracing behavioral finance appraches, he leads by example, showing how awareness of human misjudgments can empower us to navigate the complexities of finance with clarity and resilience.
Interested to find out more
Whether you're a novice investor or a seasoned pro, Taimur's approach can provide invaluable perspectives. Seize this opportunity to enhance your financial acumen and make informed decisions towards building a better financial future for yourselves and your families.
Get in touch to express your interest and take the next step towards financial empowerment.
Your Financial MOT Test
You can also take a free Financial MOT test (Scan QR)/Click on the button below to see how you score in your financial success journey.