0330 038 8938
Based in St-Albans
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2023
4.6 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Moheen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Moheen's status
Last checked: 28 March 2025
Moheen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Moheen's status
12
Recent Client Reviews
Moheen has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Moheen has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Moheen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Moheen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Moheen has not yet added their fees to their profile
Fees not yet added
Moheen has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Moheen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Moheen's status
Last checked: 28 March 2025
Moheen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Moheen's status
12
Recent Client Reviews
Moheen has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Moheen has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Moheen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Moheen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Moheen has not yet added their fees to their profile
Fees not yet added
Moheen has not yet added their fees to their profile
An experienced Partner and Independent Financial Advisor with a demonstrated history of working in the financial services industry. Qualified wealth manager specialist with a key focus on assisting clients to understand their options relating to financial markets, investment options and tax mitigation. Holding accreditations for investment advice in the UK, EU, Australia and internationally from London Institute of Business and Finance, Chartered Institute of Securities and Investments and Financial Education Professionals. Life outside of the world of finance revolves around my three children, wife and our passion for family and travel.
Offers available through VouchedFor
Contact Moheen through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Moheen's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.