invest in
what counts
Working with you to help realise your ideal financial future.
FINANCIAL PLANNING FOR EXPATS
If you’re an expat living and working in the UAE and looking for help with your finances, you’ve found the right firm. We are a privately owned, independent firm of financial advisors, specialising in financial planning and investment. We help our clients to build, preserve and pass on their wealth over time.
ENJOY TODAY AND TOMORROW
You’re living and working in a low-tax, high-cost environment and you can’t really know how long for. We help people like you to balance today’s spending with your future financial requirements, helping you accumulate wealth and increase your options and your freedom at the same time.
investing time
We take time to understand you and your family – who you are, what makes you tick and what your goals and plans are. We are then able to create a portfolio of investments for you and help you manage your wealth on the way to achieving your goals.
SIMPLICITY IS SOPHISTICATION
We’ve refined our service proposition over many years, guided by the needs of people like you. The scope of our work together, depends entirely on the complexity of your circumstances.
Book a 30 minute discovery meeting
at our cost
Fill in the detail below and we’ll be in touch
latest insights
We spend all our time working with clients and keeping our knowledge up to date. Our advisers regularly capture their experience and share key insights in our blog. Free to you and hopefully useful.
Case Study – “I’m an architect living in Dubai – should I transfer my UK pension to a SIPP or a QROPS?”
Read about our client, David – an architect living in Dubai, he came to us wondering whether to transfer his UK pension to a SIPP or QROPS.
Demystifying Pensions – what’s the difference between a SIPP and a QROPS?
Do you have UK pensions? Have you heard a “SIPP” or “QROPS” mentioned and found yourself confused, wondering what they are or if you need one?
What Expats need to know about money and wealth
What is money, why is it important and how does your past shape your relationship to money in the present and your chances of reaching key financial milestones in the future?
AWARDS
Here’s a sample of our most recent awards, many of which are repeat wins. Our biggest reward however, is that our clients stay with us over many years.
the power of financial planning
READ OUR GUIDE
Follow one of our clients as he navigates the highs and lows of expat life in Dubai, on his way to financial independence.