With over 22 years of financial services industry experience, 15 of which have been in the Middle East, I have developed a vast knowledge of how to efficiently advise expatriates on many areas of financial planning and tax efficiency.
Beginning my career in the UK, I was given the opportunity to work with Legal & General under the supervision of the FSA which gave me a strong foundation on how to advise clients in a highly regulated market. Subsequently, I moved overseas working in other regulated markets including Switzerland, Qatar, Hong Kong, UAE before moving to Saudi Arabia. This has allowed me to develop a wealth of experience in providing expert independent financial planning options to international expatriates.
Currently, I manage clients worldwide with a focus on Saudi Arabia from our office based in Riyadh.
I provide financial planning expertise to private individuals and large multi-national companies including PIF, Maersk, Saudi Aramco, Maaden, Atkins and many others.
My core areas of expertise are:
- UK Pension transfers
- US & UK Investment Properties Solution
- Passports by Investment
- Alternative Fixed Income Investments
- Individual and Family Protection
- Higher and Further Education Planning
- Retirement and Pension Solutions
- Savings and Investments
My UK qualifications include DipFA® & CeMAP which provide me with the necessary foundations to offer expert and trustworthy advice to all of my clients.