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.
I play golf, spend quality time with my family and relax through gardening.
I like build and create things in my spare time.
I want to travel extensively.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
