Stefan Terry

Senior Partner

About

Stefan has been an adviser in the Middle East for 10 years. His meticulous methods of client management and his breadth of knowledge in the offshore market have lead to consistently excellent client feedback, with his superior work ethics along with his professionalism picked out as key attributes.

Stefan enjoys providing financial planning expertise to many clients who themselves represent corporate companies such as Credit Suisse, HSBC, JP Morgan, Deloitte, Emirates Airline, Etihad, Jumeirah, Cisco, Google and Ericsson (to name a few). Stefan also provides advice on a corporate level to these and other significant business players.

Stefan studied at a UK University and obtained a 2:1 in BSc (Hons) in Business IT and Finance. Stefan is a member of The Personal Finance Society and The Chartered Insurance Institute (CII) and he has obtained an International Financial Planning qualification with the CII (The CII Award).

Join Stefan on LinkedIn.

Skills and expertise

  • Diploma for Financial Advisers DipFA®, Level 4 Qualification (2017)

    2:1 BSc Hons Business IT and Finance, Bournemouth University (2002), Bournemouth, UK

    Award in Financial Planning, CII

     

    • Vice President, Globaleye (2015-2017), Dubai, UAE
    • Assistant Vice President, Globaleye (2014-2015), Dubai, UAE
    • Senior Wealth Manager, Globaleye (2010-2014), Dubai, UAE
    • Wealth Manager, Globaleye (2007-2010), Dubai, UAE
  • Stefan is an extremely rare breed of Financial Advisers. He is very generous with his time, advice and insights. He literally haunts you to do the right moves versus many others who seal the deal and move on to the next client, and guess what, I’m always benefiting from his valuable habit. With Stefan, you get the true benefit of expertise and integrity (quite rare in the world of finance lately). He is young but blessed with patience and wisdom. Where was he 17 years ago….good people deserve to have their own Stefan managing their wealth.

    Omar Kabbani
    Managing Partner
    Lighthouse UAE
     

     

    I’ve had the pleasure of working with Stefan for the past 3 years, he has been extremely patient with my very reserved investment approach, always accommodating and providing sound and tailor-made investment solutions that met my requirements. Stefan consistently demonstrates the highest standards of professionalism, integrity and transparency in his advice over the years. He always goes the extra mile when extending his service and is genuinely interested in the well-being of his clients, he ensures that the investment decisions being made are matched to the life style and comfort zone level of his clients. It has been a great experience collaborating with Stefan and I would most certainly recommend him for trust worthy advice and practical financial solutions

    Randa Bessiso
    Director
    Manchester Business School Worldwide
     

     

    Stefan took over my account which was in a mess and he was able to transform my account radically where my losses were wiped away and I am now in a profitable position. Furthermore, he was able to solve all my problems and I am now in a position of good-standing for my investment and security. For this I am truly grateful. In doing so, he has thus shown me that he is a true professional, has a detailed knowledge of his business and that he is determined and diligent in his services. It is a pleasure to have Stefan as my Wealth Manager and I would highly recommend him to everyone as he is reliable, trustworthy and can be counted upon to ensure you have a good investment!

    Jason Cook
    Head of Commercial
    Meraas Development

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