Meet Mohit

After completing a degree in Accounting and Finance and working briefly as an accountant, Mohit became an Independent Financial Adviser in 1998.

He specialises in advising clients of accountants and solicitors, as well as business owners and high-net-worth individuals. Mohit is a Chartered Financial Planner and a Fellow of the Personal Finance Society, reflecting his experience, professional knowledge and commitment to financial planning. He particularly enjoys meeting clients and supporting them at every stage as they work towards their personal objectives.

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