United Arab Emirates
Having originally qualified with the Chartered Institute for Securities and Investment, I have been based in the UAE for the last 25 years, I have been focused on servicing clients across the Middle East.I now work extensively with HNW & UHNW individuals on a referral basis across multiple industry sectors, operating globally at the highest level of wealth management. My expertise lies in the following areas: UK Pension advice and consolidation Maximizing tax-efficient income in retirement Personal portfolio management Trust planning Inheritance tax planning Repatriation planning
The deVere Group is the world's largest independent international financial consultancy which provides expert advice to expatriate clients and investors around the globe. Our commitment, to deliver custom-built financial advice to each of our clients, ensures that we help them create value and wealth. We dedicate our time to understand our client and their targets in order to suggest the right financial services that suit their needs for medium to long-term investments, savings and pensions. At deVere, we believe that every client has differing specific needs on what they want their investment to do for them and as such, a deVere Financial Adviser carefully considers and recommends the options available that have the potential to create the best returns for our clients. Established in 2002 by CEO Nigel Green, the deVere Group is indeed a success story with over $10 billion of funds under advice and management created by over 80,000 active clients in over 100 different countries, who are gaining valuable advice from 450 consultants in 70 offices globally. We always strive to be within easy reach of our clients resulting in continued global expansion to wherever they choose to be in the world. Our services in international savings, bonds, life insurance, pensions and investments are sought after the world over. Specialties Savings Plans, Pension & Retirement Planning, Lump Sum and Offshore Investment, QROPS, QNUPS, EURBS, Life Insurance, Wills, Foreign Exchange, Mortgages, International Healthcare, Fund Platform, Online Trading Website http://www.deVere-group.com