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

Robert Barfield
Arlo Associates
13 years experience
CISI qualified

Daniel Barron
deVere Acuma
15 years experience
CISI qualified

Marc Beattie
Arlo Associates
20 years experience
CII and CISI qualified

Mike Coady
Guardian Wealth Management
22 years experience
CII qualified

Rupert Connor
Abacus Financial Consultants
17 years experience
CISI qualified

Grant Fairbairn
AES International
12 years experience
CII and CISI qualified

Jacob George
Nexus
15 years experience
CII qualified

Andrew Hedger
Abacus Financial Consultants
30 years experience
CII and CISI qualified

Graham Hughes
Abacus Financial Consultants
20 years experience
CII qualified

Asfar Ibrahim
Continental Financial Services
12 years experience
CII qualified

Cherian John
Continental Group
15 years experience
CII qualified

Sean Kelleher
Mondial Dubai
35 years experience
CII, CISI, LIBF qualified

Derek King
Abacus Financial Consultants
18 years experience
CISI qualified

David MacLaren
Abacus Financial Consultants
27 years experience
CISI qualified

Vijay Madhavan
Petra Insurance Brokers
35 years experience
CII, CISI qualified

William Messruther
Continental Group
32 years experience
CII qualified

Helen Morris
Mondial Dubai
20 years experience
CII and CISI qualified

Craig O’Sullivan
Holborn Assets
7 years experience
CISI and LIBF qualified

Robert Palmer
Mondial Dubai
40 years experience
CII and CISI qualified

Kay Pindoria
Abacus Financial Consultants
14 years experience
CII qualified

Stuart Porter
AES International
30 years experience
CII and CISI qualified

Rakesh Radhakrishnan
Petra Insurance Brokers LLC
13 years experience
CII qualified

Stuart Ritchie
AES International
20 years experience
CII and CISI qualified

Robert Symons
Arlo Wealth
29 years experience
CII and CISI qualified

Jan Du Plessis Venter
Prosperity Insurance Brokers
12 years experience
CISI qualified

Jacques Visser
Finsbury Associates
10 years experience
CFP-FPSB 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 for it
The financial advisory world is ablaze with chatter about fraudulent investment products duping a number of UAE residents. Here’s a primer on how to avoid getting caught up in future scams.
Do you need a financial adviser?
People generously use the term financial planner and wealth manager as and when it pleases them. However, in reality, both are quite different terms and both professionals work for different objectives.
End of Service Gratuity in the UAE explained
Entitlements under the Labour Law- A key consideration relevant to foreign investors in the UAE is the scope of rights available to all employees upon the termination of their employment contracts.
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.