Mohamad Alrayees

Paraplanner Team Leader
Mohamad Alrayees

Mohamad holds the Chartered status (APFS) in Financial Planning. He is a member of the Personal Finance Society, the UK’s professional body for financial advisers. He started working in the financial industry since 2007.

Mohamad joined Wingate Financial Planning in February 2014 as a ‘Paraplanner and Investment Manager’ to support both clients and Independent Financial Advisers in order to provide an excellent client experience. Being a Team Leader, Mohamad manages the Paraplanning team at Wingate Financial Planning.

The Chartered Institute for Securities and Investment (CISI) awarded Mohamad with the 2016 Technical Award.  This highly prestigious award recognises the paraplanner who achieved the highest mark on the technical element of the assessment process for the CISI Paraplanner of the Year.

Mohamad lives in Kingston upon Thames, Surrey with his family. His hobbies include drawing and travelling.

Qualifications
  • Advanced Diploma in Financial Planning (Chartered)
  • CII R01 – Financial Services, Regulations and Ethics
  • CII R02 – Investment Principles and Risk
  • CII R04 – Pensions and Retirement Planning
  • CII R06 – Financial Planning Practice
  • CII R08 – Pensions Update
  • CII CF6 – Mortgage Advice
  • CII AF4 – Investment Planning
  • CII AF5 – Financial Planning Process

Are you ready to make informed decisions about your money?