Mohit Saini

Director & Chartered Financial Planner

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Qualifications

  • Advanced Diploma in Financial Planning
  • Diploma in Regulated Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Discretionary Investment Management
  • Certificate in Life & Pensions

Meet Mohit

At work

After gaining a degree in Accounting and Finance, then working for a short period as an Accountant, Mohit has been an Independent Financial Adviser since 1998.

He specialises in advising clients of accountants and solicitors, as well as business owners and high net worth individuals. Today, Mohit is a Chartered Financial Planner; an esteemed accreditation indicative of his dedication to ongoing personal development and ethical conduct.

Mohit enjoys the process of meeting with clients and assisting them every step of the way as they work towards their personal objectives.

At home

Mohit is married and has three children aged 11, 8 and 7.

Outside work, he enjoys spending time with his family, playing tennis and golf. He is also a keen supporter and follower of Liverpool Football Club.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Mohit’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Mohit’s.

Get in touch

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