yusufmamoon

Yusuf Mamoon

DipPFS, CeMAP

Client's financial wellbeing is of utmost importance to me. I specialise in helping clients make some of the most important decisions of their life, by providing personalised and professional financial planning advice. I leverage my expertise at helping build wealth, retirement planning, protecting what is important and considering legacy. I pride myself in delivering solutions that make a difference to my client's financial position.

About

I have worked in the financial services industry for over 19 years. My experience span over UK and Asia working for financial services companies like Citibank, Allianz, HSBC and Aviva. My clients come from all walks, namely individuals, businessperson and professionals seeking advice for:

• Helping create/increase their Wealth

• Tax efficient Investment Planning

• Retirement Planning

• Protecting their loved ones, assets and business

• Intergenerational/Legacy Planning.

During my time I have enjoyed developing strong and meaningful personal relationship with my clients, offering a holistic, professional and bespoke service.

My knowledge and expertise in financial planning inspired me to establish Credence Wealth Management. This allows me to dedicate my entire time helping clients to realise what’s important to them and create finest financial plan geared towards achieving them. It is important to recognise that people’s priorities can and do change over time, which is why it is equally important that I work with you along each stage of your financial journey and assist you in bringing your plans to life.

Being a Partner Practice of St. James's Place, we share a common belief that finances are personal and most clients want to build a long-term relationship with someone, they both trust and respect. Your relationship starts with us, rather than ends, at the point you decide to invest.

Promotions

Item 1 of 2

Advice and services

We offer an excellent wealth management service which will help you achieve your goals

SJPWM-Crop-Blue.svg

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 10/02/2025

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.

Credence Wealth Management Ltd is registered in England and Wales, Number 13116905. Registered Office: 31 Fleming Road, Chafford Hundred, Grays, Thurrock, RM16 6YA.