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Ethical Financial Planning
Professional experience spanning 17 years in Financial Services, catering to Expats in Dubai/UAE. I provide counselling and advice, and have always exceled in providing bespoke financial planning solutions to personal clients and their families.
I strive to give a caring approach to my clients and deliver the best possible experience with regards to their Personal Financial Planning needs
My Services
• UK Pension Transfers.
• Financial Planner.
• Currency Transfers/Conversions
• Cashflow Modelling.
• Pension Planning and Pension Reviewing.
• Investment Advice.​
• Mortgage Advice - specialist solutions for high net worth clients.
• Insurance and protection - life and critical illness cover, medical cover, keyman insurance.
• Offshore tax planning.
• Inheritence Tax and Estate Planning (incl. Wills)
• Corporate and Employee Benefits Packages for small, medium and large businesses.
Testimonials
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