Kaleem has been advising high net worth clients for over 15 years. Kaleem works with a small number of highly successful clients and their families providing holistic investment and wealth management advice in order to assist them in achieving their financial and strategic family objectives. Kaleem aims to achieve ‘Trusted’ adviser status with each of the families that he advises which involves building long term relationships.

Prior to joining Oculus Wealth Management, Kaleem spent just under 14 years with UBS Wealth Management, based in the Midlands. Kaleem also spent 4 years working at PriceWaterhouseCoopers (PWC) initially working within Corporate Tax before moving to the Wealth Advisory team.

Kaleem is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). Kaleem holds the Private Client Investment Advice & Management (PCIAM) qualification. Kaleem is also a fully qualified Chartered Accountant and is a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW).

Kaleem lives in Nottingham with his wife and young daughter. In his spare time and outside of family life, Kaleem enjoys watching most sports and has a particular interest in cricket and football. Kaleem is currently the club captain of his local cricket team.