What Expats need to know about money and wealth

What Expats need to know about money and wealth

 This is one of a series of blog posts covering the principles that underpin the work we do with clients. If you find yourself sat alongside one of our advisers at some point (and we hope that you do), chances are, they’ll be referring to these principles. This blog...
How to create your own financial plan

How to create your own financial plan

 This is one of a series of blog posts covering the principles that underpin the work we do with clients. If you find yourself sat alongside one of our financial planners at some point (and we hope that you do), chances are, they’ll be referring to these principles....
How not acting on your finances, could be damaging your wealth

How not acting on your finances, could be damaging your wealth

You know the feeling, when there’s something you know you need to do, but you’ve been putting it off. It’s sat there in your sub-conscious, waiting to be prioritised into your conscious mind and maybe even your calendar. When it comes to financial matters, the delay...
Personal recommendations and reciprocity

Personal recommendations and reciprocity

Personal recommendations for financial advice are different in the UAE, when compared to the US and UK. In those countries, a personal recommendation from an existing client is the primary source of new clients for most high-quality advice firms. The UAE experience is...