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@oculuswealth.co.uk
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Kaleem Mohammed is listed as Client Advisor, Wealth Manager at Oculus Wealth Management, Midlands at Oculus Wealth Management Ltd, a company with 19 employees, based in Nottingham, England, United Kingdom. AeroLeads shows a work email signal at oculuswealth.co.uk and a matched LinkedIn profile for Kaleem Mohammed.
Kaleem Mohammed previously worked as Director, Client Advisor, Wealth Manager at Oculus Wealth Management Ltd and Client Advisor at Ubs Wealth Management. Kaleem Mohammed holds Accounting And Finance, Accounting And Finance, 2.1 from Nottingham Trent University.
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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.comSpecialities: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
Listed skills include Investment Management, Wealth Management, Investments, Wealth Management Services, and 16 others.
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Midlands
As a Client Advisor at Oculus Wealth Management, I advise on the wealth of High and Ultra High Net Worth Individuals, Entrepreneurs, Trusts, Charities and Companies. I look to ensure my clients are achieving their financial and personal goals. I am able to offer a holistic investment and wealth management service that includes:- Investment Advice and.
Birmingham, United Kingdom
As a Client Advisor at UBS Wealth Management, I advised on the wealth of High and Ultra High Net Worth Individuals, Entrepreneurs, Trusts, Charities and Companies.
Other employees you can reach at oculuswealth.co.uk. View company contacts for 19 employees →
Martyn Bailey
Colleague at Oculus Wealth Management LtdUnited Kingdom, United Kingdom
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Becky Shoon
Colleague at Oculus Wealth Management LtdFarnham, England, United Kingdom, United Kingdom
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Philip Warren
Colleague at Oculus Wealth Management LtdShere, England, United Kingdom, United Kingdom
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Karen Masi
Colleague at Oculus Wealth Management LtdRoyal Wootton Bassett, England, United Kingdom, United Kingdom
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Simon Lycett Dippfs
Colleague at Oculus Wealth Management LtdCodsall, England, United Kingdom, United Kingdom
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PW
Phillip Wood
Colleague at Oculus Wealth Management LtdGreater Leicester Area, United Kingdom
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Chris Thomas (Dippfs)
Colleague at Oculus Wealth Management LtdUnited Kingdom, United Kingdom
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Henry Hodgkins
Colleague at Oculus Wealth Management LtdCheltenham, England, United Kingdom, United Kingdom
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Joanna Martin
Colleague at Oculus Wealth Management LtdHarrogate, England, United Kingdom, United Kingdom
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Adam Van Dok
Colleague at Oculus Wealth Management LtdGreater Cambridge Area, United Kingdom
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Quick answers generated from the profile data available on this page.
Kaleem Mohammed works for Oculus Wealth Management Ltd.
Kaleem Mohammed is listed as Client Advisor, Wealth Manager at Oculus Wealth Management, Midlands at Oculus Wealth Management Ltd.
AeroLeads has found 1 work email signal at @oculuswealth.co.uk for Kaleem Mohammed at Oculus Wealth Management Ltd.
Kaleem Mohammed is based in Nottingham, England, United Kingdom while working with Oculus Wealth Management Ltd.
Kaleem Mohammed has worked for Oculus Wealth Management Ltd, Ubs Wealth Management, and Pwc.
Kaleem Mohammed's colleagues at Oculus Wealth Management Ltd include Martyn Bailey, Becky Shoon, Philip Warren, Karen Masi, and Simon Lycett Dippfs.
You can use AeroLeads to view verified contact signals for Kaleem Mohammed at Oculus Wealth Management Ltd, including work email, phone, and LinkedIn data when available.
Kaleem Mohammed holds Accounting And Finance, Accounting And Finance, 2.1 from Nottingham Trent University.
Kaleem Mohammed is listed with skills including Investment Management, Wealth Management, Investments, Wealth Management Services, Investment Advisory, Investment Strategies, Lipper, and Islamic Finance.
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