Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
As a Partner of Clearwater Wealth Management, Principal Partner Practice of St. James's Place Wealth Management, Mohamad focuses on providing holistic financial planning advice to professionals, business owners and entrepreneurs across many industries.
Mohamad takes pride in building and maintaining long-term trusted relationships with clients by providing tailored financial advice to assist them in achieving complete financial freedom and choice.
Prior to joining Clearwater Wealth Management, Mohamad spent 4 years in the private security industry understanding what’s most important to a client and tailoring a strategy to achieve their vision as efficiently as possible. Whilst client satisfaction is at forefront of the relationship Mohamad tends to build, honest and trustworthy advice bespoke to the client is something Mohamad excels in to help clients bridge gap between visions and reality.
This enable Mohamad clients to see from the outset of their relationship the expectation of an honest, long-term, truly advice-led service will be delivered in the areas of:
Advanced Tax Planning
Trust and Estate Planning
Onshore and Offshore Investment Planning
Retirement Planning and Pensions
Trusts are not regulated by the Financial Conduct Authority.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.