FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Mo
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Mo today.
Are You in the Optimal Position?
Are You in the Optimal Position?
Qualification
A quick call to see if and how you can benefit from our services.
Review
If you already have a portfolio we can do a review, if not we will look at your whole financial picture and outline your goals together.
Recommendation
Your tailored portfolio gives an overview of how you’ll work toward your financial goals. Here you decide if you’d like to go ahead.
Onboarding
You will be taken through all the necessary steps so you know what to expect.
Service
Continuous high-quality service. Expect quarterly updates, regular contact and a yearly review of your portfolio.
Let’s Introduce
Mo is a dedicated professional with a strong background in real estate and business development. With experience spanning both the UK, Europe and UAE markets, he has honed his skills in negotiation, client relationship management, and strategic thinking. His previous roles at industry-leading firms such as Purplebricks, Foxtons, and Betterhomes have provided him with a deep understanding of high-value transactions and the importance of tailored financial solutions.
Mo’s passion for finance and wealth management led him to transition into the financial services industry, where he applies his expertise in client engagement and strategic thinking to help individuals achieve their financial goals. Working closely with the experienced team at SJB Global, he is committed to building long-term relationships and providing clients with the highest level of service.
His experience in navigating complex transactions and understanding client needs allows him to provide clear, strategic guidance on wealth preservation, investment planning, and financial growth. Mo is always open to conversations with individuals looking to secure and enhance their financial future.
Mo Hersi holds the Series 65 license, which qualifies him to work as an investment adviser representative, allowing him to provide investment advice, develop financial plans, and recommend investment products in the US.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
Let’s Introduce
Mo is a dedicated professional with a strong background in real estate and business development. With experience spanning both the UK, Europe and UAE markets, he has honed his skills in negotiation, client relationship management, and strategic thinking. His previous roles at industry-leading firms such as Purplebricks, Foxtons, and Betterhomes have provided him with a deep understanding of high-value transactions and the importance of tailored financial solutions.
Mo’s passion for finance and wealth management led him to transition into the financial services industry, where he applies his expertise in client engagement and strategic thinking to help individuals achieve their financial goals. Working closely with the experienced team at SJB Global, he is committed to building long-term relationships and providing clients with the highest level of service.
His experience in navigating complex transactions and understanding client needs allows him to provide clear, strategic guidance on wealth preservation, investment planning, and financial growth. Mo is always open to conversations with individuals looking to secure and enhance their financial future.
Mo Hersi holds the Series 65 license, which qualifies him to work as an investment adviser representative, allowing him to provide investment advice, develop financial plans, and recommend investment products in the US.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
Schedule a 15 Minute
Obligation-Free Appointment
with Mo
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Mo today.
What does the obligation free call include?
We go through a fact-finding exercise so we can then provide a full financial planning report including a personalised retirement forecast with future projections and work out how on track you are.
Lastly, we will provide a recommendation on any areas where we feel you could improve.
Who is SJB US and meet your adviser
Our regulations, Independence and Fees
Our process from start to finish
Areas we help with include:
UK Pension Advice
Retirement Planning
Investment Planning
Tax Planning
US Expat Services
International Estate Planning
Note: Minimum managed assets for SJB US is £100,000 or currency equivalent.
