Areas of Advice

Independent advice is available on:

  • Life assurance & critical illness cover
  • Savings & investments –  both lump sums and regular plans
  • Education funding
  • Pensions & retirement planning
  • UK tax issues
  • UK pensions (including SIPPS & QROPs) via my UK regulated division
  • Currency transfers
  • UK & UAE mortgages (largest panel of lenders in the UAE)
  • Medical Insurance – both personal & corporate plans
  • Wills & why you need them. (Links with lawyers to arrange.)
  • Offshore bank accounts
  • Inheritance tax planning
  • Exit planning & strategies
  • Personal financial planning
  • Corporate financial planning & employee benefits
  • Shareholder and partnership protection
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