Moheen AhmedPARTNER
Contact Details
Licensed, Registered or regulated in
- the UK by the Financial Conduct Authority
- Australia by the Australian Securities and Investments Commission
Areas of Expertise
- UK pension advice
- Asset management
- UK tax mitigation
- Lump sum investments
Qualifications
- LIBF, awPETR
- LIBF, DipFA
- RG146 (Australia)
- CISI, Level 1,2 & 3
An experienced Partner and Independent Financial Advisor with a demonstrated history of working in the financial services industry.
Qualified UK Pension Transfer specialist with a key focus on assisting clients globally to understand their options and choices relating to UK pension and investment assets.
He holds accreditations for financial and pension advice in the UK, Australia and Internationally from London Institute of Busines and Finance, Chartered Institute of Securities and Investments and Financial Education Professionals.
Moheen's Team
Shiela Angeles Personal Assistant
Shiela is an astute and diligent Executive Assistant a successful career spanning for almost twenty years in the finance sector.
Her experience in the industry has spanned in both the investment and advisory side of the finance sector for both leading Chinese and Swiss Banks. Shiela holds an MBA in Business Management.