Mo is a Chartered financial planner who takes pride in delivering holistic financial planning advice tailored to the needs of individuals, families, entrepreneurs, and business owners. He is experienced in investment planning, pensions and retirement planning, personal and business protection, succession planning, and estate and Inheritance Tax planning.
Achieving Chartered status reflects Mo’s commitment to professional standards, ethical practice, and technical competence. These values form the foundations for long-term client relationships based on trust, integrity, and a deep understanding of finances and life goals.
Mo’s planning is centred around robust, personalised cashflow modelling and forecasting.
Outside of work, Mo enjoys spending time with his young family, exploring the great outdoors, and playing a number of sports.
Specialisms
- Personalised cashflow modelling
- Investment planning and tax-efficient strategies
- Pensions and retirement planning
- Personal and business protection planning
- Estate and Inheritance Tax planning
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Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
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Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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