Financial Planning for a Sustainable and Meaningful Life
Stuart, a Chartered Financial Planner in the UAE, helps clients create financial plans that align with their values and goals. He has over 20 years of experience working with expatriate private clients, and he understands how to help people feel secure and confident about their financial future.
Stuart’s approach to financial planning is holistic. He doesn’t just focus on the numbers, but also on the big picture. He helps clients understand their spending habits, identify their financial goals, and develop a plan to achieve them. He also provides guidance on taxes, retirement, and other financial matters.
Stuart’s clients appreciate his personalised approach and his commitment to helping them achieve their financial goals. If you’re looking for a financial advisor who can help you create a sustainable and meaningful financial plan, contact Stuart today for a free consultation
For more information, click the link below for a FREE discovery call or What’s App 050 594 5217
I had lived out of the UK for a long time and was not sure what financial matters I needed to think about. Stuart was able to explain key considerations clearly and gave me a few tips on how to save money with regards to UK taxation. He gave me useful advice regarding National Insurance contributions. He also referred me to a specialist expatriate accountant for the finer details. I would be happy to recommend Stuart to any other Brits returning home.
Stuart’s advice, guidance and experience were invaluable to us here in UAE. He handled a potentially difficult discussion with expertise, confidence and finesse. I would highly recommend his company.
I had lived out of the UK for a long time and was not sure what financial matters I needed to think about. Stuart was able to explain key considerations clearly and gave me a few tips on how to save money with regards to UK taxation. He gave me useful advice regarding National Insurance contributions. He also referred me to a specialist expatriate accountant for the finer details. I would be happy to recommend Stuart to any other Brits returning home.
WHAT WE DO
Areas of Expertise
HOLISTIC FINANCIAL PLANNING
Managing Resources
Balance Sheet
Asset Allocation
Tax Planning
Risk Management
Protecting Your Lifestyle
Protecting Your Family
Maintaining Income
Wills & Guardianship
UK National Insurance
Investing
Building A lump Sum
Portfolio Management
Managing Risk
ESG Investing
Life Transition Planning
Becoming an Expat
Getting Married
Becoming a Parent
Starting a New Job
Starting Your Own Business
Retirement Planning
Returning Home Service
RETIREMENT PLANNING
Clarifying Your Vision
What Is Important To You
Your Current Direction
What You Want To Achieve
Review of Existing Plans
UK National Insurance
UK Pension Plans
Offshore Pensions
DEWS/End of Service Pay
Lifetime Cashflow Analysis
Modelling ‘What if…?”
3 Stages of Retirement
Residential Care Costs
On-Going Service
Annual Progress Meetings
Quarterly Updates
Support and Guidance
BUILDING A LEGACY
Will
Review of Existing Will
Clarification of Your Wishes
Discussing Options In UAE
Guardianship
Discussing Options in UAE
local Courts
DIFC Guardianship Will
Minimising Inheritance Tax
Estimating Tax Liability
Lifetime Cashflow Analysis
Strategies to Reduce Tax
Exempt / Non-Exempt Assets
Trusts etc.
Trusts
Offshore Structures