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Client Feedback

Ian Howard , Head of Strategy at Interbrand

I met Stuart on one of his trips to Auckland (New Zealand) and he worked with me to transfer my UK-based pension into a QROPS. I found him to be fantastically professional, highly knowledgeable and a very nice guy to boot. Trust is hard to come by when you’re dealing with significant amounts of money that is important to your family, but he went above and beyond to ensure that I was comfortable with what I was doing, knew all the steps involved and that there was nothing hidden from view.

It says a lot that I continue to hear from him even after the transfer, so his service is far more than just transactional. I enjoyed his company so much I even invited him over to meet my family over a beer. He still hasn’t done taken me up on that, but I won’t hold it against him.

I’d have no hesitation in recommending Stuart to anyone who is looking to transfer their pension. He has a rare mix of knowledge, expertise and likeability that’s hard to beat.

Global analytical skills
‘Paul Tate is a well knowledgeable financial adviser with good global analytical skills both for investments and financial savings on large/small scale.’ 

 

Sylvia Kwagala
Travel Consultant
March 2, 2016

Someone you can trust implicitly

‘I was introduced to Gavin Webster when we moved to Dubai and after taking many phone calls from different companies and meeting a couple of people, I for sure felt most comfortable investing my family’s money with Gavin.  Gavin is what I like a financial advisor to be, which for me include quick to get back to you when needed, someone you can trust implicitly and someone who will make you aware of potential opportunities but never in a pushy manner.  As a result I have continued to increase my investments in not the best of times, and feel very confident for the long term.’

David Wheeler
Managing Director
JTI Dubai
April 2, 2016

Completely trusted him

‘As a first time investor, I was introduced to Sam Ebbs through friends and completely trusted him to steer me through the complicated world of financial investments. With no hard sell and a down to earth approach, Sam and I agreed upon a plan which worked for my needs and my budget. Additionally, Sam led me through any changes to the portfolio as we went along in order to maximize my investment. For a small monthly amount (which I hardly missed) when the plan cashed in I received a lovely lump sum, giving me the extra funds I needed to secure my dream property.  Thank you Sam!’

Andrea Richards
Dubai
March 30, 2016

 

‘We have worked with Gavin Webster since 2004 and have thoroughly appreciated his complete integrity, professionalism and approachable style.

The task of medium to longer term financial planning can seem very daunting – particularly when living as an expatriate in a region which has relatively little financial regulation. The advice and support that we have received from Gavin over the past 12 years has considerably eased this stress. He has guided us through our planning process and supported us in the transfer of corporate pensions to a QROPs schemes.

Gavin has listened to our needs and responded with options which completely match these needs. We look forward to working with Gavin for many years to come would have no hesitation in recommending his services as a Personal Wealth Manager.’

John & Catherine Bentley
PowerBase Consulting
Dubai
March 29, 2016

A master of clarity
‘Joe Capaldi is one of the most experienced Financial Advisers in the Middle East. . . a refreshing way of looking at financial planning. . . a master of clarity.’

Anthony Harris
Former British Ambassador to the UAE
Dubai
January 15, 2016

Expert in this field

‘Having always worked in the UK until 2010, at the age of 59 I accepted a position in Athens.  At that time I had two pension pots in the UK which were effectively frozen.   During 2015 I engaged into a dialogue with Sean Franks at Holborn Assents who explained to me the considerable advantages of combining the two pots into one QROPS.  It was obvious from the start that Sean is an expert in this field and his ability to explain how QROPS work and the benefits involved in layman terms was excellent.  It was also clear to me that Sean’s sole objective was to provide the client with the right product and took much time to talk things through with me.  I would readily recommend Sean to anyone needing advice on pensions for expats.’

Tony Westbrook
Ship Broker, Athens, Greece

Invaluable guidance

“Knowledgeable, transparent, concise with an ability to communicate complex tax and financial issues clearly are a few of the factors that make Keren Bobker an exceptional advisor. Having been introduced to Keren whilst trying to recover from  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 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
Operations Manager
Dubai
June 2013

Clear and ongoing advice

Keren Bobker 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
Dubai
August 2013

Excellent service

‘Having worked with Stuart Bichard and knowing his integrity, honesty, professionalism and financial services experience, I had no hesitation in instructing him to look at my UK frozen pensions. Stuart provided an excellent service combining all my pension funds into one easily managed product, a QROPS, which is gaining in value for the first time in years. Stuart provided a product to suit my individual needs with great flexibility for the future. I wish I had done it years ago. Stuart’s knowledge and understanding of the international pension market really is superb.’

Craig English
Managing Director, Lannhill Real Estate
July 30, 2015

 

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