Morad Bhatti
Diploma in Regulated Financial Planning, Certificate in Discretionary Investment Management
My aim is to provide bespoke and tailored financial advice to both private and corporate clients across the United Kingdom.
About
A graduate of the Adam Smith Business School, Morad has been in the Industry almost 12 years.
He started at Morgan Stanley where he was an Operations Analyst, and then moved onto Barclays Wealth, managing a portfolio of stockbroking clients. In 2009 he decided to dip into the world of Financial Advice and began his career as an Investment Consultant, working closely with Financial Advisers across the UK.
He has now formed MB Wealth Management and aims to deliver a bespoke and tailored advice service to both private and corporate clients.
Morad had previously worked with IFA's across the UK as an Investment Consultant helping clients build a robust Investment Planning Process and streamlined business model.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 06/11/2024
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.
