Mohammed Bostan DipPFS

Office:

Halesowen

Mohammed is an experienced financial advisor who joined Perspective in October 2023. He has worked in the Financial Services industry since December 1994, bringing decades of experience and a strong service‑focused mindset to his role.

He specialises in inheritance tax, trusts and estate planning, supporting clients with careful, considered advice around protecting and passing on wealth efficiently. Mohammed is known for taking complex financial matters and simplifying them so clients feel clear, informed and confident.

Mohammed’s approach centres on delivering an exceptional level of service and exceeding client expectations. He takes time to understand both short‑term and long‑term goals and regularly reviews plans to ensure clients remain on track. What he enjoys most is building long‑term relationships and helping clients feel reassured about their financial future.

How do you like to spend your time outside of work?

I play golf, spend quality time with my family and relax through gardening.

What’s an interesting fact about you?

I like build and create things in my spare time.

What is one thing on your bucket list?

I want to travel extensively.