REACH OUT FOR A QUALIFIED ADVISER FROM A REGULATED BUSINESS
REACH OUT FOR A QUALIFIED ADVISER FROM A REGULATED BUSINESS
Wealth managers and financial advisers provide unbiased solutions, these include
Featured advisory firms
Qualified financial advisers
Mike Coady
Guardian Wealth Management
22 years experience
CII qualified
Michael Cunningham
GSB Capital
10 years experience
CISI qualified
Kay Pindoria
Abacus Financial Consultants
14 years experience
CII qualified
Stuart Porter
AES International
30 years experience
CII and CISI qualified
Stuart Ritchie
AES International
20 years experience
CII and CISI qualified
Ross Whatnall
GSB Capital
16 years experience
CII, CISI and LIBF qualified
Launch video
Why was this website launched?
This website has been created to ensure that UAE residents only approach and use firms which have taken the trouble to be regulated and avoid businesses which flout local laws. Therefore the team behind this website have introduced the following code of conduct
Qualifying criteria
1. We will take off this website, whether or not they are a featured firm, any business which has its license suspended or withdrawn. Once we have evidence their license has been reinstated they will go back on the website
2. We will prevent any advisory firm from being featured if they are actively involved in cold calling. This is because it’s an outdated practice which harms the sector as a whole
3. We won’t allow any advertising unless the company involved is organising an event and/ or conference which are designed to educate UAE residents. We will however, from time to time, allow advertisements from service providers who have the regulatory approvals to deal directly with the public
4. We reserve the right not to add a financial adviser or firm if they have court cases against them and/ or their reputation is questionable
5. We reserve the right to profile individual advisers who don’t work for a firm which is profiled on this website. To qualify they must work for a regulated firm, be qualified above level 4 and be a member of a recognised industry professional body
6. We won’t allow satellite firms of a regulated firm, or any of their advisers, to be profiled on this website
Our blogs
Don’t fall prey to unregulated investment schemes – you could get burned
If it sounds too good to be true, it probably is – so the cliché goes! And it perhaps fits no better than in the realm of investment. In today’s complex financial world, there are many investment scam artists awaiting you.
‘Pink October’ and ‘Movember’ plus 3 ways life and critical illness insurance helps with financial planning.
The final quarter of every year sees the emergence of two important cancer awareness campaigns, ‘Pink October’ focuses on breast cancer, with ‘Movember’ focusing on testicular cancer.
Who should you approach for big financial decisions- a comparison website or a qualified adviser?
Let’s consider a scenario: If you are in need of best credit cards that match your financial needs and taste in terms of offers, what is the easiest way to find the best deal and get your hands on them?
Register your firm
If you are a regulated advisory form, click on the below link to feature on this website.
Register as an adviser
If you are a professional qualified financial adviser, join our growing list of advisers.