Testimonials & client feedback

“Keren has helped my wife Kirsty and I navigate the financial pitfalls and benefits of being an expatriate. She provides clear, honest and impartial advice that specifically suits your circumstances and needs. She has supported us in maximising our pension and investment portfolio, taking into account our preference for ethical investments and our longer-term life goals. Add to this she is a lovely person with insights into all aspects of life in the UAE, every meeting with her always a pleasure!”  Robert Powell, VP Dnata

“Keren was extremely helpful with me regarding a pretty big issue I had with a bank – she was able to escalate my issue directly the right person and stayed in contact with me throughout the process to ensure that everything was resolved – I genuinely dont think my issue would have been resolved without Keren’s help and I am eternally grateful for the support she provided me.
Keren is a fountain of knowledge and is always ready to help when she can!” Steph Ashby,  recruitment specialist

“It was by word-of-mouth and social media that I became aware of Keren. From our very first meeting I could tell that Keren was the right person to help us. I cannot praise her professionalism highly enough. She provides independent advice and always had our best interests at heart. Keren is honest, open and helped us achieve what we wanted to. She has been a pleasure to deal with and I would highly recommended.” Jan McLeod,  Controller – Special Projects at Rubicon Oilfield International

“Keren was very helpful, supportive and most importantly transparent with the policies my wife and I inquired regarding. We would have no issues in recommending Keren (in fact we have already) to a friend or relative.”  David Boyle, Facilities Manager, Serco

“I contacted Keren after she was recommended to me by a friend who had used her services previously. She provided sound and unbiased advice on UK financial issues that I might face on returning to the UK after several years in Dubai. Keren has a wealth of knowledge and delivers it unambiguously. If you need honest financial advice delivered with a passionate and friendly disposition, I would highly recommend giving Keren a call to arrange a meeting!” Ollie Plant, Senior First Officer, Emirates Airline

“I have worked with Keren for over nine years on financial planning and have never felt pressured into a decision or that she is working for anyone’s interest other than mine – a rarity in the UAE.  Keren is knowledgeable not only on private investment and protection but also very proficient with UAE law and things that matter most to bring about protection and security for me and my family.  Keren never fails to respond with advice even if it is not what I want to hear.  I always know she always has my interests at heart and is speaking only with facts and not conjecture.  Highly recommended, even her date cakes are amazing!” George Wilson-Howell, Vice President, EBS MENA

In a city where ‘financial advisor’ is a dirty word associated with ‘sharks’ and conmen, Keren is a beacon of honesty and credibility. Her undoubted acumen is coupled with superb counsel and insights that add up to someone who is clearly respected by any who deal with her, whether they are clients or members of the media. Consequently I have no reservation in endorsing her wholeheartedly.”   Jason Leavy, Managing Director, Edelman Dabo

“Keren is well known and respected in the local community. She gives back to that community generously and is professional and extremely knowledgeable in her field of expertise. I have no hesitation in recommending her and frequently do.” Suz McDonald, owner of Heart Mind Happy.

Keren is not my first financial advisor, but she is by far the best. I have found her advice indispensible and have a great deal of confidence in the service she provides.” Cameron Crawford, Managing Partner at Indigo Media & Entertainment Lawyers

“Keren’s advice was practical and tailored to my needs. Her assistance in navigating the financial landscape of a foreign country was invaluable.” Marie McDermott, Global Projects Director at Dentons

Knowledgeable, transparent, concise with an ability to communicate complex tax and financial issues clearly are a few of the factors that make Keren an exceptional advisor.
Having been introduced to Keren whilst trying to recover from a mis sold products by one of Dubai’s numerous “wealth managers” Keren has not only helped resolve that issue but over a period of 8 years has also has provided invaluable guidance which has helped us achieve a level of financial security that means we return to the UK with an amazing start to our new lives.”  Jason Cronin

“Keren has provided me with clear and ongoing advice concerning my pension and personal investments for a number of years. As my pension and investments require different approaches, she has covered both with great results. I have happily recommended Keren to my friends for their investments and financial advice.” Pal Patel, Design Director at Capita Symonds

“Keren offers terrific knowledge of the personal finance sector in a highly personable and trustworthy manner. I would recommend her to anyone seeking independent financial advice in the region or internationally.Jola Chudy, Editor-in-Chief, Pinpoint Media Group

Keren is able to give very professional advice which assisted me in personal financial planning and for my company. I have always found her to be good with advising on options and ensuring the company received value for money. I have no hesitation in recommending her. Her friendly outgoing personality made a dull subject interesting!Tim Gilbert, Group HR Manager

“Keren is professional through and through, always having her client’s best financial interests at heart. Keren has advised me several times over the last few years on services such as share investments, insurance policies, high interest saving schemes, medical insurance and wills (both Sharia law and UK). I would highly recommend the broad spectrum of financial services that she offers to anyone.” Jennie Bishop

“I have turned to Keren as a service provider for sound financial advice and up to date information on a number of occasions at various levels.  Keren has always delivered promptly and with relevant information.  Keren has, at the heart of her work, a real desire to bring maximum benefits to the client/s along with protection from potential problems.Christopher Rowe

“Keren has been our personal IFA in Dubai for as long as I can remember. She is professional, trustworthy and an excellent advisor, she always puts her client first and takes time to understand your personal and individual needs.” Debbie Steedman

“We requested Keren to carry out a review of our personal finances and were impressed with her honesty, integrity and practical approach. There was no hard sell just good honest advice.” Chris & Verity Rosewarne