namemark

Mohamed Ladha

DipFA
My advice is specifically tailored to meet your individual needs, through having an in depth understanding of your current circumstances and your future plans.

About

My service is aimed at providing the most comprehensive and appropriate advice at all times. This has been further enhanced as I have focused on developing my knowledge and skills.

Based in London, I provide wealth management advice to clients both within the City, and more widely throughout the South of England.

Prior to joining the financial services industry, I spent 15 years working in Banking. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

In line with my professional background, I have focused on developing specialist knowledge and am now fully qualified as a Trusts* and estate planning Partner. Moreover, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.

Charity is also important to me and I regularly participate in cycling sportives to raise money for various children’s charities.

Outside of my business, I am a keen cyclist.

*Trusts are not regulated by the Financial Conduct Authority.

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We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 21/03/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.