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Mohammed Bostan DipPFS

Financial Planner

Mohammed is an experienced financial advisor who joined Perspective in October 2023. He has worked in the Financial Services industry since December 1994, bringing decades of experience and a strong service‑focused mindset to his role. 

He specialises in inheritance tax, trusts and estate planning, supporting clients with careful, considered advice around protecting and passing on wealth efficiently. Mohammed is known for taking complex financial matters and simplifying them so clients feel clear, informed and confident. 

Mohammed’s approach centres on delivering an exceptional level of service and exceeding client expectations. He takes time to understand both shortterm and longterm goals and regularly reviews plans to ensure clients remain on track. What he enjoys most is building longterm relationships and helping clients feel reassured about their financial future. 

Headshot of Mohammed Bostan

Based

Halesowen Office

1 St Kenelm Court
Steel Park Road
Halesowen
B62 8HD

Telephone: 0121 354 5157

Perspective (SFP) is a trading style of Perspective (South East) Limited.

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk