Wealth Management
Mohammedi Associates wealth management team can help you to maximize your returns by combining fee-based, unbiased investment advice with personal tax planning. We have the expertise to make recommendations to protect your family's wealth, minimize the inheritance tax liabilities on your estate and advise on the use of trusts for inheritance planning purposes. Mohammedi Associates investment proposition seeks to ensure that clients understand their own tolerance of risk and to give them the best chance of getting the best return from whatever level of risk is acceptable to them. Minimizing the tax payable and the costs of arranging an investment, along with diversifying a portfolio, all allow investors to maximize potential returns while understanding and controlling their overall exposure to risk. It is important that regular reviews are undertaken to keep the asset allocation on track. Where clients request this Mohammedi Associates tests the asset classes against agreed tolerance levels at agreed specific review dates, and, if breached, suggests changes to the investor.