A Will is the cornerstone of financial planning. It is a document that makes sure the right money gets to the right people at the right time.
I am a Chartered Financial Planner and Fellow of the Personal Finance Society, the specialist financial planning arm of the Chartered Insurance Institute (CII). The CII is a global professional body based in London having been founded by a Royal Charter in 1912. I have worked in the financial services industry since 1988 and qualified as a financial planner in 1994.
Prior to arriving in Dubai in 2001, I ran my own independent financial planning practice in the UK working closely with accountants and solicitors. In addition to providing a Will preparation, I am work in partnership with a fee-based financial planning service with offices in the U.K., Europe, and the Middle East.
I believe in empowering clients with the knowledge to make informed decisions about their finances. Helping them understand what needs to be done to achieve their goals and providing advice along their journey to financial independence.
If you would like to discuss your finances, please call 050 594 5217 or contact me