Mohamad holds the Chartered status (APFS) in Financial Planning. He is a member of the Personal Finance Society, the UK’s professional body for financial advisers. He started working in the financial industry since 2007.
Mohamad joined Wingate Financial Planning in February 2014 as a ‘Paraplanner and Investment Manager’ to support both clients and Independent Financial Advisers in order to provide an excellent client experience. Being a Team Leader, Mohamad manages the Paraplanning team at Wingate Financial Planning.
The Chartered Institute for Securities and Investment (CISI) awarded Mohamad with the 2016 Technical Award. This highly prestigious award recognises the paraplanner who achieved the highest mark on the technical element of the assessment process for the CISI Paraplanner of the Year.
In 2018, Mohamad was awarded Professional Adviser’s “Paraplanner of the Year” accolade.
Mohamad lives in Kingston upon Thames, Surrey with his family. His hobbies include drawing and travelling.
Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.
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