Kaleem Mohammed

Background

About Kaleem Mohammed

I am an experienced Wealth Management Adviser and Chartered Accountant (FCA), who has worked for over 19 years in the financial services industry. I work with a small number of highly successful clients and their families providing holistic investment and wealth management advice with a view to becoming their 'Trusted' adviser. My clients include Entrepreneurs, Wealthy Individuals, Trustees, Charities and Companies. My focus is on helping my clients develop and implement long-term wealth management strategies that may include investment portfolio management, tax optimisation, estate planning, secured personal loans, residential mortgages and philanthropy services. I also advise both UK resident domiciled and UK resident non domiciled individuals. My differentiated skill-set - a background in accountancy, personal/corporate tax experience and extensive network, which includes complementary professional advisers and capital providers, is particularly valuable to founders, entrepreneurs and business investors. I am a fully qualified Chartered Accountant (Fellow of the ICAEW) and was awarded the Whinney Prize for the highest mark globally in the 'Advanced Case Study' in 2006. I was also awarded a Distinction for the Private Client Investment Advice & Management (PCIAM) qualification and am a fully qualified Wealth Manager (Chartered Fellow of the CISI). If you would like further details on how I could possibly assist you, please feel free to message/connect with me. E-Mail: kaleem.mohammed@oculuswealth.com Specialities: Wealth Management | Strategic and Tactical Asset Allocation | Financial Planning | Wealth Planning | Succession Planning | Private Banking | Collateralised and Mortgage Lending | FX | Offshore Banking | Discretionary and Advisory Investments | Structured Products | Hedge Funds | Private Markets | Tax Efficient Investments