Patrick Mahdi O’Neill
Patrick Mahdi O’Neill is Head of Islamic Wealth at Holborn Assets, having pioneered the opening of an Islamic window at Holborn Assets. He is an Independent Financial Adviser with over 20 years’ experience, specialising in Islamic Wealth and Financial Planning. He played a key role in establishing Simply Shariah Ltd as a leader in the UK of Islamic wealth and financial planning solutions.
He is passionate about helping clients to achieve their financial goals. The key to success is getting clients financially organised, creating the right attitude, adopting disciplined financial planning tools and optimising financial resources.
Patrick Mahdi’s knowledge and passion for Islamic Finance led him to found the Islamic Financial Education Initiative (IFEi) which aims to make Islamic financial education and knowledge more accessible to all. This initiative includes recent articles published by ISFIRE – the Islamic Finance Review magazine and Business Islamica. IFEi offers regular talks aimed at spreading Islamic financial education and promoting financial success. The sharia adviser for IFEi is the world renowned Islamic Finance scholar Mufti Ismail Ebrahim Desai who certifies all talks and courses.
As Patrick Mahdi’s reputation and expertise grows he has been invited to give Islamic Finance Training courses. He has designed and delivered courses for Al Huda Centre for Islamic Banking and Economics and presentations for Islamic Finance Access Programme – IFAP. His training subjects emphasize the principles, benefits and ethics of an Islamic financial system.
Education and Professional Qualifications
Awarded by the Chartered Institute for Securities and Investment (CISI)
Islamic Finance Qualification (IFQ)
Awarded by the Chartered Insurance Institute (CII):
Advanced Financial Planning Certificate in:
• G10 Taxation & Trusts (Awarded a Distinction)
• G60 Pensions
• G20 Personal Investment Planning
• G70 Investment Portfolio Construction
Financial Planning Certificates: FP1, FP2 & FP3.
Bachelor of Business Studies and Japanese (2:1), University of Limerick, Ireland