Company– deVere Acuma

Years of relevant experience– 15

Types of products offered– Financial Planning, Lump Sum Investments, Pension Portfolio Management, Retirement Planning, SIPPS

Professional Qualifications*– CISI UAE Rules and Regulations, International certificate in wealth and investment management and introduction to securities and investments

Member of– CISI

Interests– Football, Golf and Running

Nationality– British

A brief note–I have been working within the financial services industry in the UAE since 2006, and have gained a reputation in the region for my holistic approach to common sense financial advice. I enjoy providing financial planning expertise to private clients and have many clients amongst large corporate companies including Akzonobel, First Abu Dhabi Bank, JP Morgan, Standard Chartered Bank, Agrekko, Gulftainer, Citi Bank, EY, Deliotte and WSP to name a few. I also do provide advice on a corporate level and am currently working with many large organisations around the UAE including some of the aforementioned companies who appreciate my knowledge, candor and dedication to their affairs. I am very thorough and meticulous methods of client management and my breadth of knowledge in the offshore market has developed my client base at an incredible rate. My superior work ethics along with my professionalism and my knowledge are all traits that my clients always praise. I pride myself on my extremely high level of customer service. Together with my reliable, well informed advice and guidance, I strive to make sure my clients achieve their personal financial goals.

M

Pin It on Pinterest