The financial planning process is all about you. I genuinely care for my clients and work for you to build a strong long-term relationship where helping to achieve your plans and dreams is everything. I work towards ensuring you make great financial decisions. You’re no longer alone when managing your money.
I have over 20 years’ experience in Banking and Finance having worked all over the world from Shanghai to the East, Boston and New York to the West, and Hyderabad, Singapore, and Dubai in ‘the middle’. This experience ensures I can provide clients of all nationalities with the advice and perspective they need when forming their plans. My wife and I now live with our four children on The Palm in Dubai and have settled here for the long term. We feel this is an extraordinary place to live and work and can’t wait to see the opportunities presented to us and our clients as the region grows.
Based in Dubai we work with clients across the GCC ensuring they receive advice they need across the following areas:
• Investment planning
• Repatriation
• Tax planning
• Retirement planning
• Inheritance Tax Planning
• Protection planning
• Financial Education
• Employee Financial Wellbeing
• Financial Advice for Businesses
Whilst I work for St. James's Place (Middle East) in the United Arab Emirates for my clients, I also have a wonderful team in the UK via the licensed Partner Practice, Tarn Wealth Management.
We offer an excellent wealth management service which will help you achieve your goals
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A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
Members of the St. James's Place Partnership in the Dubai International Financial Centre (DIFC) represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.
The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of the St. James's Place Wealth Management Group Limited, including St. James's Place (Middle East) Limited.