Joe is experienced, knowledgeable and open; offering clear straight forward advice. He is reassuring, always available and follows up on questions and actions with pace. To top this off he is also a nice guy.
- Financial Planning
- Tax Planning
I have worked with Tyla on numerous complex transactions in relation to my pension plans and various other asset management requirements. There were many times that Tyla could have sold me products that seemed to be interesting, but Tyla clearly explained the hidden fees in these products and highlights the fine print. I highly recommend Tyla for any estate, retirement, tax or investment advice.
Head of Coverage and Sales
Tyla has a refreshingly open and straight-forward communication style. He is highly professional in his approach. He listens and is very thorough in gaining a good understanding of his client’s needs and objectives. He gained my confidence at an early stage and I have not been disappointed in the solutions he has proposed. He continues to engage, ensuring that investments remain relevant and in tune with any change in his client’s circumstances.
Regional Director, Middle East & Africa
I have known William for over a year now and would have no hesitation in recommending him to family, friends or work colleagues. After a thorough analysis of my financial situation he provided me with sound advice and recommendations in order to manage my current finances as well as plan for my future. He has always explained everything to me in great detail until I have a thorough understanding. William is very approachable and trustworthy, never pushy, only helpful and honest. He has continued to offer his professional support and knowledge throughout the time I have known him. I am very much satisfied with the service I have received so far and feel more positive about my financial future than ever before.
Director of Partner Programs
Asad is genuine professional who explains things clearly, so you can make your own informed decisions. He is always pleasant during meetings and promptly responds to any further questions or emails. I'd definitely recommend him to any of my friends looking for financial advice.
I first met Asad two years ago and have found him to be a true professional through and through. He is very knowledgeable in his field of work and provides advice I trust. I have no problem in recommending him to others as I know he will take the time and care to create viable and sustainable solutions for his clients.
Senior Cost Consultant
Asad provided me with a tailored financial plan that meets my needs and risk profile. Highly appreciate the quality time, follow up and professional support. Thanks Asad
Tyla is a well-informed, proactive and trustworthy financial adviser. He is very approachable, client oriented, always makes time when needed and patiently explains all aspects of wealth management, however trivial they may be. Being the sceptical scientist that I am, it is often not easy for me to accept advice from others, but there is no doubt that the development of my finances has been much better under Tyla’s guidance than it would have been otherwise. In short, Tyla is a great professional and a great person.
National Chair Professor of Materials Science and Metallurgy
I have had the pleasure of being one of Will’s clients for a while now and I have no issue with recommending his services to friends and colleagues, many of whom are now his clients. I find him plain speaking, ethical and honest, traits that are imperative in this line of business. He has a well-structured and organized approach to financial planning and makes every effort to accommodate ones wishes by offering a wide array of options that have quite clearly been well thought through. I look forward to continuing this fruitful partnership.
Chief Investment & Treasury Officer
Tyla has been a great asset when it comes to my financial planning. His knowledge of the industry and support in finding the right solution was refreshing, especially in days where everyone just wants to sell!
Head of Ecommerce - Marks & Spencer
Joe has a great ‘feel’ for the financial planning needs of his clients and therefore strikes the right balance. This means there’s no pushiness at all, just advice and recommendations based on your personal circumstances.
Advanced ITC teacher
It's rare that you come across people like Ethan when it comes to financial planning. He established and built trust very quickly and it’s been a great pleasure dealing with him for the past 6 months. I was particularly impressed with how Ethan was able to keep everything under control, especially when we needed to resolve issues with third parties. I recommend Ethan as a professional I trust and value.
Head of Growth and Partnerships
I first met Ethan about 3 years ago and he did a fantastic job of untangling the mess that was my pensions from various different sources over the years. Everything was approached without any fuss and was explained at every step. The policy has performed well and there have been regular communications along the way to keep me informed of progress. Ethan is a guy you can trust. He follows through on everything he says and is my first port of call for any financial planning advice. In a market filled with self-centered salesmen it is so refreshing to find somebody who genuinely cares about your financial future and treats you like an individual.
Regional HSSE Director MENA
Luke is very knowledgeable and helpful without being pushy. He understands where we are financially and where we would like to be and is providing useful advice.
Director of Information Technology
I came to Saudi over a year ago from the UK and needed advice on how to sort out my various UK pensions and also to make sure that I removed or reduced any future tax liabilities. There were also considerations for my family. I found Joe professional in his approach and he always focused on the benefits to me and my family. Joe also takes away all the hassle! I would highly recommend Joe.
Head of Technical Services
Professional & Ethical are the traits that come to mind when I think about William. I’ve had the pleasure of knowing William for some time now, during which William has added security and protection to my overall situation as well as implementing a diverse and secure investment portfolio. Above all, I was impressed with William’s ability to listen and understand my exact needs and then implement a strategy accordingly. William would be a true asset for any individual looking to utilise a financial advisor to help them achieve their financial goals.
Luke helped with advice for our retirement and investments. He was very helpful and made it very easy and straightforward so that we understood exactly what we were doing at every step. I will definitely be recommending Luke and his services to my friends.
Alan and Dorothy Sneddon
Luke quickly understood what our aims were and what we wanted to achieve and was able to show us projections into the future for our retirement plan. We found Luke professional and easy to talk to and came to us as a highly recommended adviser. I would recommend Luke to others and in fact I have.
Ethan has been advising me on my finances since I moved to Kuwait. He is a specialist in UK pension advice as well as tax planning. I was impressed by his positive attitude and professionalism and would highly recommend his services. The level of attention to detail was high and not only was I fully educated in the plans I already had in place, but the reasons for recommended changes were clear and well explained.
Bodyshop Development Manager
Ethan is a consummate professional. He is personable and rapidly built both my confidence and trust in his ability through a continuous demonstration of his extensive financial knowledge. I am most fortunate and very pleased to have his support and I look forward to a long and mutually beneficial relationship. I have no hesitation in recommending his professional services.
Chief Operating Officer
Joe, is an extremely knowledgeable and friendly financial adviser, offering sound advice. He reorganised my pension and offered advice on international banking and FX transfers, which aren’t always easy from Saudi Arabia. If you’re looking for good advice on savings, pensions and banking I would not hesitate to recommended Joe.
I first met Asad shortly after moving to Abu Dhabi from London. Asad has helped and advised me on consolidating my pensions, wealth planning and investment management. I have found Asad to be extremely professional and very well informed around financial products and markets. He provides clarity and unbiased advice on my options. He responds quickly and efficiently to any questions or requests. It is a pleasure doing business with Asad.
Director and Head of Middle Office
Luke gave sound, intelligent advice suited to my needs. He explained everything clearly and managed to save me money on fees. I highly recommend utilising Luke’s services.
Chief Financial Officer
When I first met with Joe some three years ago, I had very little in terms of financial planning in place and what I did have was not working as it should have been. Joe has worked closely with me and given excellent, professional and consistent advice that has enabled me to put together an extremely well-balanced portfolio that will allow me to enjoy the later years in life comfortably. The added benefit of regular review meetings really does complete the professionalism that Joe represents. I have no hesitation in recommending Joe to my friends and family and have done so on a number of occasions where he has also made a positive and marked difference to their financial situations.
Greg Olenczuk CiiSCM
Luke quickly understood what our aims were and what we wanted to achieve. He was able to show us projections into the future and for our retirement plan. We found Luke professional and easy to talk to and came to us as a highly recommended adviser. I would recommend Luke to others and in fact I have.
Dr Robert Isaacs
Executive Manager of Social Lending
Like most, we have "horror stories about some financial advisors, so it is a relief to have found Luke. Essentially he ACTIVELY manages our insurances and investments. Since moving to Luke we have saved thousands on insurance and continue to manage our investment balance to remain on a growth strategy in challenging environments.
Information Technology Consultant Director
I can strongly recommend Daniel. He came referred from a good friend and client of Daniels, and I am forever grateful to both of them. Daniel has advised me in all of my financial investments, I have 3 with Daniel. He has guided me through the minefield of investing and ensured that my financial future and retirement is not only secure but wisely invested with very good returns. Daniel took my UK depleted pension and turned it around, the portfolio of this particular investment is now doing very well. Most important in this recommendation is that I wholeheartedly trust Daniel, this is paramount for myself as he his handling my families financial future. Daniel explains things in a language we can all understand and regularly keeps in touch, he genuinely cares about his clients. I would class Daniel as a good friend now!
Cluster General Manager
I can only commend Daniel for his knowledge, dedication and trustworthiness. After a process of engagement with a number of financial advisers in the UAE in early 2018 I selected Daniel have been very pleased with the advice that I have received to date. It has allowed me to successfully transfer my pension from a company scheme into personally managed trust fund that is well balanced for security and yield performance. Daniel and his colleagues have patiently provided as much timely and detailed explanation as I have required in order for me to be confident of my financial decisions.
Vice President - Structured Finance
I highly recommend Daniel for anyone who is thinking of planning his future. I've been relying on Daniel for financial advice for almost 2 years now and he’s proved to be very knowledgeable with solid recommendation that brought good returns, and, above all, he’s always been available and friendly to meet me at my convenience to review the details of my financial plan.
Working with Daniel on transferring my U.K. pension to a QROPS has been very successful. Daniel always takes the time to understand your requirements always gives great advice and my returns have been beyond expectations. When looking for someone to help you with your U.K. pension, Daniel is definitely the advisor to deal with.
I think I can say I’m probably one of Daniel’s most difficult clients. I was sceptical about financial advisors, like doing things my own way and have managed my pension successfully through a self-managed pension fund for many years. But Daniel is a superbly knowledgeable, trustworthy professional who patiently listened to my aspirations for my retirement, never tired of my ‘what-if’ questions and personalised a pension plan and portfolio which is exactly right for me and the retirement life I want to lead. I would highly recommend him to anyone who wants expert and considered advice on the best way to plan and save for your future. Dan is a pleasure to work with and more importantly, knows how to maximise a return on your savings.
Vice President Corporate Communications and CSR
Daniel has been great guiding me through the financial jungle, with solid recommendations suitable for the different market conditions we have faced lately.
Daniel has been my adviser for a number of years now, and it has been by far the best experience I've had with financial advisers. Good financial results, regular follow-ups, prompt replies to queries (need to mention his assistance from Tim here as well!), in general just a very successful professional relationship. I normally do not do referrals, but for Daniel I need to make an exception: if you are looking at financial planning, or are not happy with your existing financial planning, contact Daniel to see how he can help you, and to see first-hand how much of a professional Daniel is.
Senior Vice President Technical
Daniel is a very astute and professional advisor who is able to advise and assist in planning the future. He has excellent understanding of investment products and securities markets. I have worked Daniel for the last three years and trust his judgement and advice when making investment decisions and allocation.
Investment Banking and private equity
Have been with Daniel for 18 months now and he is very professional and very knowledgeable in his field of expertise, he has provided sound advice which followed with positive returns.
Director of Operations Middle East & Asia
I got in touch with Daniel at the time, when I was looking for opportunities to to put my savings to work. Daniel was very patient, listened what my ideas were, and how I would like to invest. He came back to me with options, we discussed what meets my goals and eventually we found what I was looking for. We keep in touch after this initial round, he keeps me updated on opportunities. Daniel is always very quick to reply to my questions, diligent in explaining the various investment structures, and tailors his recommendations to my expectations. I highly recommend him as a financial advisor.
Daniel is a proactive efficient and professional advisor who matches the clients requirements with their financial means. Daniel has looked after and advised our family over the last 2 years and we are extremely satisfied with the advice, returns and service provided.
I higly reccomend Daniel for his knowledge, professionalism and ability to guide me and advise me the best solution among all those available . A relationship of trust, indispensable , when thinking about your future.
I must say I was skeptical when I received a call to meet with Daniel. As everyone knows, there are many sharks lurking in the market looking for your money. My fear quickly subsided after our first meeting. Daniel asked me what I wanted to achieve with my investment portfolio and went back to his office to put something together that would meet my objectives. He is very knowledgeable with a no nonsense approach which I very much appreciate. His knowledge and strength with numbers are impressive to say the least. Daniel also took charge of my old investment portfolio that I have done with another financial institution. He gave me information on the hidden costs I had in my earlier investment which my last Wealth Manager conveniently forgot to mention. After a few amendments to my existing portfolio, my investment was making even more money. Apart from the above, Daniel is excellent at keeping you informed about your investment and the market trends. He meets with you regularly and does not miss a beat that is for sure.
Business Development Manager
TO WHOM IT MAY CONCERN: The purpose of this letter is to recommend the Daniel Lynch for your insurance needs. Daniel has provided pension insurance for my family, and he has always promptly and efficiently answered our insurance questions and provided exceptionally friendly service. Daniel is a very thorough and competent professional who always had my best interests in mind. I am always informed and I always feel like I am in very good hands. He never misses a scheduled meeting and he always takes my calls. Daniel is an extremely proactive professional. He does not believe in waiting for opportunity to come to him. If you should have any questions regarding Daniel, please do not hesitate to contact the undersigned.
Daniel's knowledge and experience in Global Finance, along with his pleasant character and manners, has made me feel comfortable and proceed with the implementation of the programs of both, life insurance and kids tuition fees. His recommendations for the problems I was facing at the time and prompt responses to my queries and his support, were the key reasons for me to change my previous Financial Advisor. I strongly believe that Daniel is a great asset to his Company.
Daniel is one of those financial consultants that you'd forward to looking to meet. A good mix of personality and excellent customer service compiled with his financial knowledge and professionalism made it very easy to trust and work with him.
Ramon Dayap Junior
For the past year I have been a client of Daniel's and couldn't be happier. When I first contacted Daniel for financial consulting and advice I always found him to be honest and genuine. He never pushed me towards any particular product but rather showed me a list of option and gave solid facts on them based on extensive knowledge. One year on and I am happy with the recommendations that Daniel gave me, and the pension plan that he helped me set up, my savings have grown and when we meet every quarter it is always a pleasure.
Daniel is exceptional as what he does, he is a perfectionist. He is well prepared and very much committed at what he does. The key being, he is really passionate at what he does, which drives him to excel at his tasks and set benchmarks which may be hard for others to accomplish. Apart from that he pays close attention to details and is always very much customer satisfaction oriented. I recommend Daniel as a value added asset/human capital to an organization.
Vijesh Vijay, MA,MSc,MCon
Counsellor/ HR Practitioner
Daniel is a great person with high professional knowledge. He is very customer oriented and a great supporter in order to achieve best solutions. I highly respect Daniel because he was able to convince me with great results. Needless to mention that he is honest, a good listener and a respectful person with open mind. Thank you for all efforts!
Radisson Blu Resort Phu Quoc
Daniel has considerable experience in providing effective financial advice and solutions to clients. He is a dedicated and astute advisor who pays close attention to client needs and his recommendations reflects the client’s risk appetite and investment goals. I will highly recommend him as a financial advisor.
Director, Portfolio Analysis & Credit Monitoring, Corporate Finance
I have known Daniel for a few years now. In his role at he always provides me with excellent advice and is someone you can trust. He explains issues clearly and is patient as he will take time to go through items again to ensure everything is fully understood. He will endeavour to work around the client's time schedule and has gone out of his way to meet me at my convenience. Daniel is very knowledgeable in his field and combined with his friendly and helpful manner, I would have no hesitation in recommending Daniel to other clients.
Me and my husband were looking for some effective solution for our pension and to choose Daniel as our private advisor was a rewarding decision. The most important benefit I have received by working together with Daniel has been the fact he has been prepared to go the extra mile and provide an outstanding level of service which goes way beyond the call of duty. He is always ready to help, provide advice or information and on the top of it he explains all the financial details in a simple language so everyone can understand. If you are seeking reassurance and would like to cut out time wasting completely then hire Daniel immediately. His services are well worth the success you will achieve with his personalized approach
Assistant Manager GTRF Client Services
I always found Daniel very approachable, reliable and conscientious in all my dealings I have had with him.
I found Daniel very easy to work with as an advisor for my pension portfolio. He had a very professional, personable style which made working with him effortless and a real pleasure. I'm sure Daniel will be a great success at whatever financial company he works with, giving all his clients the peace of mind they need, to invest in him and his company.
Daniel is an extremely compotent, highly enthuasitc Financial Professional. In the 6 years I have been working with Daniel I have always found him to be efficent, courteous and always willing to go to extra mile. I would have no hesitation in reccomending him to anyone considering using his services.
Oliver Wimshurst MSc
Regional Head of Real Estate - Middle East
I have always found Daniel to be very proficient and very competent in his approach to managing his client’s affairs. Daniel has worked in the Offshore Financial Industry now for six years and has become a very well rounded and polished UK Specialist. The main reason Daniel’s clients enjoy working with him is the personal touch and genuine due care he promotes when serving his clients. I can say with absolute conviction that there are very few professionals who are as well read, motivated but more importantly client focused as Daniel. I would therefore have no hesitation in recommending him to my family or friends.
I have found Mr Lynch over the years to be extremely proficient and professional in attending my financial needs since i have moved offshore to Dubai. He has been very imformative, punctual and has gone above and beyond in attending to my needs. I would personally and happily recommend him to anyone who needs financial advice whilst living offshore and would urge anyone in the same situation to get in touch.
Global Accounts Manager
I first come in contact with Joe at the Llyods banking group. Joe was initally very helpful and offered great advice. As times moved on and I had promotion at work Joe was always there to help. He has always offered impartial advice and I would now class Joe not only the best Bank manager I have dealt with but a great friend from the relationship we have built along the way. I would hire/reccomend Joe without even thinking.
Joe has an enthusiastic approach and is committed to accomodating your needs and wants. He is fantastic to work with and i highly recommend Joe and his services.
Talent Acquisition Specialist
Joe has provided timely, high quality support for my investment portfolio for two years.
Mayna Vancaillie RPP, PMP
Manager of Infrastructure Delivery
I've received excellent service from Joe and can recommend him to anyone who wants to invest some money for retirement!
Senior Engineering Manager
Joe, is a friendly, professional and hard working person. Quick to respond to client requests and enquiries with a dedication and approachable manner. I would reccommend Joe to anyone who is considering financial advice as he knows what he is talking about.
Graham Chambers MSyI
Director and Trainer
Many people are searching for answers of their financial needs. Joe Woodhouse will answer the questions for you promptly. His work ethic and personal skills is top notch in his field of work. I will continue to keep Joe in my network to provide me the answers I'm looking for and I consider you to do the same.
Joe is very approachable with an easy-going attitude to his clients whilst at the same time presents a proffesional and detailed knowledge of his work and ethical standards. I would have no hestitation in recommending him for advice.
Security and Training consultant
Joe is a young and talented business advisor, suggesting the best investment profile for the client, in a friendly and professional matter, with a personal touch. Constantly updating the account status, good feedback and knowledge on the market. Definitely a professional to reccomend.
Captain - B 777/787
Joe has been an excellent Financial Consultant over the past several years. His knowledge and expertise with the market and the foreign market have truly been beneficial to me. I find him very refreshing compared to most consultants because he is not pushy and always trying to sell you something new. He is truly focused on what is best for you and your personal situation. I look forward to continue to working with him throughout the future years.
Program Manager - Aviation Maintenance Integration
Joe has given us great service, recommending good investments, and has always been ready and willing to explain anything we need. I would recommend Joe to anyone.
I’ve been a client of Edmund’s for 2 years and have been very impressed with his knowledge and the advice he has given me in consolidating my affairs. I would not hesitate recommending him to my contacts. I appreciate his upfront and honest attitude towards all recommendations provided.
I have known Edmund for over 6 years now and would have no hesitation to recommend him to family, friends or work colleagues. After a thorough analysis of my financial situation he provided me with sound advice and recommendations in order to manage my current finances as well as plan for my future. He has always explained everything to me in great detail until I have a thorough understanding. Edmund is very approachable and trustworthy, never pushy, only helpful and honest. He has continued to offer his professional support and knowledge throughout the time I have known him. I am very much satisfied with the service I have received so far and feel more positive about my financial future than ever before.
Ports & Terminals
I cannot recommend Edmund highly enough. A personal financial planner who acts with professional integrity and is dedicated to his clients. For most of us who enter this unfamiliar world for the first time, he explains things clearly but is always ready to answer the most basic questions with patience and humour!
Lead Cost Engineer
Edmund is very detailed oriented. I immediately felt safe in his ability to understand my situation. He helped track down a UK pension of mine and talked me through the options available to me and was open and transparent the whole way through. Edmund's advice was perfect for me and I am glad I followed it.
Great fun to deal with. Always client focused. Great results
Qualified Auditor / Lead Auditor
Billy is an immediately professional and open individual who provided us with a concise, well structured plan to meet our short ,medium and long term financial goals. In an environment that can often be confusing and intimidating, Billy stepped in and shed light on what appears to be a dynamic and interactive investment plan. He tempered our approach with a level of calm and sense that is refreshing. Having Billy manage and structure our investment solution was a pleasure, after our second meeting, he felt like a friend, with good and objective advice. always backed with experience and rational My wife and I look forward to achieving our shared financial goals and its comforting to have Billy to walk this road with us.
Senior Mechanical Engineer
We are clients of Billy and we are very satisfied with his service. He gave us a thourough explanation on the first consultation explaining all the risks and benefits of investing money. He gave excellent advice regarding saving money and assisted us in working out our short and long term goals. I would highly recommend Billy as a financial advisor.
I have been living here in UAE for 5 years and I have met a lot of wealth managers who offered me a different type of investments, portfolios from a different view. I am very happy to chosen Billy who could understand and implement all of my aspects. He is very keen to help me to pick the best tailored to my position. I would recommend him for everyone who wants a talented wealth manager with a piece of good knowledge about the market and its possibilities. Thank you, Billy. Carry on!
Critical Care Consultant
Nathan has been fantastic in helping with my financial planning. As a British expat in Australia, my specific needs were well catered for. Like many expats and professionals, my life is incredibly busy and to find the time to contemplate my UK pensions was a real challenge. Nathan assisted me greatly in a personable and trustworthy manner. Every aspect has been well explained and he remains in regular communication with me. I look forward to furthering our investment relationship and highly recommend his services to anybody with financial planning needs.
Nathan was great help in moving my UK pension in an account I can managed from Australia. Was an easy transition with paperwork and great communication throughout.
I highly recommend Nathan if you are thinking of your financial needs, as a ex pat living outside the UK, it was of great benefit to have Nathan's experience in the needs and expectations that I required He was in contact all through the process and made the transition seem effortlessly Am more than happy with my return so far on my investment.
I would highly recommend Nathan, he has given honest advice and tailored to my personal circumstances. Nathan remains in regular communication ensuring I am fully informed about the current market.
Senior Complex Client
Nathan helped me with my UK pension as I now live in Australia. Sound unbiased expert financial advice.
Business Development Manager
Luke is one of the best Financial Advisors I have met.. He takes time to understand your financial position & then put forward some suggestions on how to take your finances to the next level. He is very professional & passionate about his work. Thanks for your help.
Client Delivery Manager
I have known and worked with Karl since 2012. He has also worked with a number with my colleagues and I highly recommend him as an adviser.
KHDA approved Nursery Manager
Karl has acted as my financial advisor since coming to the Middle East. I have found Karl to be very knowledgeable, and able to practically offer advice to maximise my financial investments. I would thoroughly recommend Karl.
Regional Proposals Manager - Infrastructure
I highly recommend Karl. From the start he has been a consummate professional. He always makes sure I understand where my money is going, and how it benefits me. He is also always available for me and makes sure I am updated.
Assistant for Board Relations
From the start Karl has been a consummate professional. He always makes sure I understand where my money is going, and how it benefits me. He is also always available for me and makes sure I am updated on my scheme.
Karl was recommended to me and went the extra mile in assisting me find the right financial option for me. He was meticulous about fact-finding and researched a number of options to get the best deal. I felt he was looking after my interests and could trust the information and advice I was given.
I have known Karl for years as he was recommended to me by a work colleague when I was looking to find a mortgage. Since then I have asked for Karl's services as Financial Advisor multiple times. He has been an invaluable expert on my Finances, life insurances, mortgages and I would recommend him highly to anyone. He is one of the most professional, knowledgeable and efficient Financial experts I have ever come across and someone who really takes his job seriously. An absolute star.
Head of Public Relations
I have found Karl to be a very reliable person who listens to what you need, takes ownership of your requirements and locates the best packages available. His service is excellent, everything is explained clearly and his advice is invaluable. I thoroughly recommend him for all your mortgage and insurance needs.
I was recently introduced to Karl and am extremely pleased. Karl is professional, friendly and knows his stuff. He took the time to understand my situation and what I needed - we discussed the merits of several options and I found Karl's contributions tremendously helpful. Once I decided what I wanted to do, Karl sourced a great product for me and ensured that everything went through smoothly. I will definitely be working with Karl again and heartily recommend him without hesitation.
Senior Risk Management Professional
I would highly recommend Karl. Even under the most difficult situation of mine, he managed to provide an excellent product and service. Even though it took over a very long period to complete, Karl was there the whole time to guide and push the completion through for me.
Key Account Manager
I met Stuart in 2017 and I consolidated and transferred my UK pensions to a UK SIPP, I have always found Stuart to be very helpful, knowledgeable and professional, I’m so glad I took his advice and transferred my pensions, the portfolio investment has also grown by 9%. I would have no hesitation in recommending Stuart Bichard.
It's been a pleasure working with Stuart. He assisted me moving my pension to a SIP. From start to finish he has kept me well informed across the entire process. I can highly recommend working with him and look forward to doing so myself.
Advisory Solution Consultant
I met Stuart in Auckland, I used to be so sceptical about pensions and transferring them, after a few meetings with him it really began to make perfect sense, I transferred my pensions in to another scheme, and all I wish is I done this years ago. The advice I received was spot on, and since transferring, the performance, flexibility, visibility and updates I get from Stuart and his company have exceeded my expectations. If anyone is considering transferring their pensions all I would say is don’t be a sceptic and take Stuart Bichard’s honest quality advice.
Consumer & Lifestyle Director
I sat down with Stuart Bichard to review my situation and finances and my future goals. Stuart’s help and advice was completely honest and very transparent, he’s a very good listener and is a great guy to deal with. I would definitely recommend Stuart and will continue to use him with all my financial matters.
I lived in the UK about 18 years ago before returning home to France, I was aware that I needed to look at my UK pension options, I had a company pension scheme when I worked in Oxford. Stuart Bichard took the time to get the valuation and the details of my pension, but due to tax implications of me being in France Stuart advised I leave the fund in the existing scheme. Stuart's help and his explanation was genuine and he was helping me not selling, great service.
I live and work in Dubai and was recommended Stuart Bichard by a friend of mine to speak to with regards to my financial affairs. Stuart has always been available and has helped me immensely since being in Dubai, he is a true professional, a very honest guy and will continue to use his services and take his valuable advice.
Having many company and personal pension schemes in Various UK pension providers I needed help in finding the current values and to have them reviewed to see how they were performing. Stuart took a great deal of effort and time in gathering the information, and he actually advised me to leave them as they were. It was really refreshing knowing that Stuart was not trying to sell me anything and just gave me valuable solid advice.
I met Stuart on one of his trips to Auckland (New Zealand) and he worked with me to transfer my UK-based pension into a QROPS. I found him to be fantastically professional, highly knowledgeable and a very nice guy to boot. Trust is hard to come by when you're dealing with significant amounts of money that is important to your family, but he went above and beyond to ensure that I was comfortable with what I was doing, knew all the steps involved and that there was nothing hidden from view. It says a lot that I continue to hear from him even after the transfer, so his service is far more than just transactional. I enjoyed his company so much I even invited him over to meet my family over a beer. He still hasn't done taken me up on that, but I won't hold it against him. I'd have no hesitation in recommending Stuart to anyone who is looking to transfer their pension. He has a rare mix of knowledge, expertise and likability that's hard to beat.
Stuart is a great person to deal with - very efficient, organised and financially aware. Before meeting Stuart I was worried that transferring my UK pension would be a headache. From the outset Stuart took that worry away - the whole process was incredibly easy, and was concluded much faster than I thought. Highly recommended.
Stuart is a very professional and experienced pensions advisor. He was extremely proficient with my exchange of pensions and is very knowledgeable. Stuart has a very easy and friendly manner. It was a pleasure meeting and doing business with him.
Stuart is a professional in his line of work and been very helpful in unearthing pensions that I didnt know existed. I would recommend him highly for his work - I thought when I was first approached this must be a scam but its worked for me and suggest you try him and his company without any issues.
Stuart has been an immense help throughout the QROPS transfer process. He really understands his clients and their apprehension of entering into what for many is a daunting process. He's immensely approachable and I've thoroughly enjoyed working with him. If you're thinking of transferring into a QROPS scheme I'd have no hesitation in recommending Stuart.
I found Stuart to be very honest, trustworthy and a straight guy in all my business dealings with him
Having worked with Stuart and knowing his integrity, honesty, professionalism and financial services experience, I had no hesitation in instructing him to look at my UK frozen pensions. Stuart provided an excellent service combining all my pension funds into one easily managed product, a QROPS, which is gaining in value for the first time in years. Stuart provided a product to suit my individual needs with great flexibility for the future. I wish I had done it years ago. Stuart’s knowledge and understanding of the international pension market really is superb. I will recommend Stuart to friends, family and colleagues.
With my wife being from the UK we were aware that she had various frozen pensions in England but were unsure on how to find out the values, who the providers were and we did not know what we could actually do with them. Stuart explained everything extremely professionally and we both fully understood our position and the benefits of both QROPS and SIPP pension schemes. We signed a letter of permission with Stuart and within weeks we knew exactly the value of the frozen pension money we had in the UK and rather than the funds being in lots of different pots, we consolidated them all and moved them offshore. We were both so pleased with the advise and service, we will both continue to use and of course recommend Stuart.
VP, Global Channel Management & Sales
Being an expat I was keen to find out what value I had in my pensions in the UK, I was recommended Stuart Bichard. Stuart's knowledge and advice was so helpful, and within a few weeks, I knew the value of my pensions and all my options moving forward. I will have no hesitation in continuing to use Stuart and would recommend him to my friends, colleagues and family.
Talent Acquisition Partner
I have been advised by Tyla for 3 years now. My initial position was extremely sceptical however, yet following his advice has led to my financial freedom with control over my future. Quite a number of old DB and DC schemes were hunted down by him so he demonstrated resilience and at no time was any pressure on me exerted. I continue to receive regular updates and really appreciate the personal touch from Tyla.
I have been a client of Tyla’s since December 2017, when he transferred my pension out of my company scheme. Tyla’s open and honest communication really assisted me in making this important decision. Tyla is professional, client focussed, and has been successful to date in achieving good returns on my investments.
I recommend Tyla to anyone seeking financial planing advise, particularly to expats wanting to make the most of their unique situation. I’ve known Tyla for nearly 2 years whilst working in Oman and during this time he has helped in my pension transfer and set up an investment product. What I especially like about Tyla is that he is able to cut through the financial jargon and explain products in a simple way. He also follows up on his promises and is keeping to his word to meet 2 or 3 times a year to review product performance, which I especially appreciate.
Tyla has been my financial planner for the past 2 years. I find him highly proficient, professional and provides information/recommendations in a very transparent way, giving me confidence in these important life decisions. He makes the time to arrange regular face to face meetings and is always available to field any queries that I may have.
Tyla has provided me with professional and timely, independent financial planning advice since 2016. I would recommend Tyla to any future potential clients.
Tyla is our financial planner for 3 years now. With his help and knowledge, and under his guidance, our pension plans has been streamlined and prepared for a return to Europe in the near future. I know Tyla to be efficient, reliable and transparent. He is open en always makes time to reply to inquiries or to meet in person. I can warmly recommend Tyla; he is a professional.
Tyla is very professional and knowledgeable in all aspects of finance. Tyla has been an asset to me in properly securing my future finances.
Group Executive Chef
Tyla has been supporting me in managing some of my financial affairs. He has always been supportive, patient, and transparent with me and has provided me with solid advice. It is a pleasure working with Tyla and will look forward to his continue support.
Tyla provided me with independent financial planning and advice whilst on an Expatriate Contract in Dubai. The advice provided at the time enabled subsequent efficiencies within my current portfolio and assisted me in redefining/reassigning medium to long term financial goals effectively. Solution focused individual, providing me with expertise/advise on planning:- - Retirement Provision - Self Invested Personal Pension Schemes (SIPPS)
I cannot recommend Tyla highly enough. A personal financial planner who acts with professional integrity and is dedicated to his clients. For most of us who enter this unfamiliar world for the first time, he explains things clearly but is always ready to answer the most basic questions with patience and humour!
Tyla has been helping me with my financial planning for a year now. He knows his business thoroughly, is easily reachable and always gives straightforward and reliable answers. I can warmly recommend him.
Head of Compensation and Benefits
I enjoy my time with Tyla and the advice he gives is very timely and valuable. Tyla is a very affable character with a charming personality. When I have requested assistance from Tyla, he always delivers.
I have known Tyla for over one year. With his help our financial plans for retirement are now well structured and comprehensive. Tyla has proved to be very accommodating and approachable. It is easy to get in touch with him; he responds almost immediately and makes time for personal meetings when needed. I am confident that with Tyla's help and advice we will be able to fine-tune our plans further and I look forward to working on this together in the future. I can recommend Tyla to any future client, he is reliable and trustworthy and efficient.
I have known Tyla for over one year now and have always found him to be straightforward in his approach. Rather than assuming my needs, he listened carefully to what I wanted and my situation and gave me good financial advice. He is professional and has a sound knowledge of financial planning. I would have no hesitation in recommending him as a financial planner.
Training Consultant and Executive Coach
I met Tyla during my time in Dubai, he is a good financial planner and I can definitely recommend Tyla.
I met Tyla a few months ago to explore the best options to manage my retirement plans. He was recommended to me by a work colleague. Through my interactions with Tyla since we first met, I found him to have very sound knowledge of financial planning and the financial market at large, and an honest and straightforward approach with the primary concern of looking after my interest. He offered me tailored solutions that suited my plans that led me to happily sign in with him. In addition to my retirement plans, Tyla helped to tidy up a number of other financial matters that I have been neglecting for a number of years, which I greatly appreciate. I look forward to the continued support from Tyla over the coming period towards my retirement. Thank you Tyla for your support!
Tyla is a well informed, trustworthy professional who always had my needs in mind throughout our liaison. Tyla makes it easy to build a rapport and confidence with, which eased any doubts or anxiety I may have had. No question was too small, or ask to big for Tyla who would go out his way to help me understand and learn about my financial portfolio. I am more than happy to recommend Tyla to anyone no matter what level of financial development you may have.
Teacher & Extra Curricular Activites Organiser
I have know Tyla now for over a year he has a no nonsense honest approach and given me good advice which has improved my position to a much better situation than it would have been with out his help I have confidence in his ability to manage my finances for the future and i am happy to recommend him to other people.
Process Improvement Specialist
When I started working in the Middle East, just about over a year ago, I was lucky to meet Tyla. Or maybe I should rather say that he found me, and for that I am grateful till this day. Tyla’s financial planning advice and guidance is solid and has the clients’ best interest as a first priority. When he sat down and worked out a strategic financial plan for me, he did so taking in consideration my financial position at that time, what I could afford and what my immediate needs were. After a few consultations, he tailored the plan to suit me, provided an outlook and vision for the future and executed accordingly. Not once did I have the feeling that he was just pushing a product. He makes a fuss about his clients, and the regular follow-ups by him is of great benefit. Such an approach makes me feel comfortable and at ease. I would definitely recommend Tyla to anyone who is seeking the guidance and help of a financial advisor. And on top of that he is a great guy!
Tyla is a first rate financial planner, he has great knowledge and is straight talking. He also has a good approach to explaining financial matters and is always very professional. Very happy with my decision to work with Tyla and looking forward to working with him in the future. Overall, if you are looking for a top class financial professional, Tyla is your man.
Ian O'Neill RegPM CPPE
Lead Project Manager
As a new expat in Dubai, Tyla has been of great assistance to me. Most importantly, he asked me what I wanted instead of telling me what he assumed I needed, and then structured a solution accordingly. Tyla is extremely knowledgeable and personable and I would and have recommended him to others.
Head of Management
I've always found it difficult to create a trust relationship with financial planners. Tyla was the exception; he has a friendly approach and gives his best to provide an excellent customer experience in every way. I fully recommend Tyla.
Tyla is an objective and straight-forward financial advisor that provides holistic and planning based approach in his recommendations. He's approachable, effective and responds promptly to inquiries and clarifications. He is knowledgeable in the market and has provided us the right information that helped us to decide the investment portfolio that best suit our requirements.
Henrique Moser , PMP
Technology Lifecycle Manager
I had the opportunity of knowing Tyla since I moved to Dubai on early 2015, when he started to work as my finance advisor. I had a very good impression about him, mainly because of his professionalism, honesty and dedication to his clients. So, I’d recommend him to who else needs his assistance. Sincerely, Nic.
I started working with Tyla about 18 months ago - at the time I was also working with another financial advisory firm. I found Tyla's manner and approach very professional. He really thought through what was right given your circumstances and was in no way pushy towards one product or another. I've made a number of investments with Tyla and he has offered more general advice around a property purchase in the UK. More recently he has taken over the management of all my investments from my original advisory firm. I'm very happy to be working with Tyla and would certainly recommend him to others in the region.
Founder / Managing Director
I met Tyla Phillips 6 months ago. He approached to me offering a Retirement plan as 3 other agents of different companies. I made the desition to sign with him not because of the package (more or less al companies offer similar), because he is very trustful, speaks clear very straight forward. I'm very happy to have my retirement in his hands and looking forward to start new strategies with him.
I've known Tyla from when he took over our account relationship at Lloyds private banking. During the 4 years he provided excellent banking support, guidance and investment advice. Tyler is reliable, thorough and very client focused providing us with a service way beyond what we had been used to. I wish him well for the future and have no hesitation in recommending him to others.
I met Asad in 2015 . He approached me with options for financial investments and retirement. I’m already dealing with him for the last 5 years and so far we have productive partnership . Hope to continue with the professional work and the growth by managing the investment portfolio . He is reliable , accurate and proactive.
Asad is my financial adviser since August 2015. I recommend Asad for his interest in seeking the best assets options according with my profile, by being a reliable professional and has experience in the Wealth Management sector.
Victor Menezes Vidal
Asset Performance Management
I recently had the very enjoyable experience of meeting Asad for a coffee and a chat on financial security and his professionalism, knowledge and attention to detail has proved to me that there are excellent Financial Planners in the GCC (not many I agree but Asad is one). We no longer need to suffer at the hands of mediocre "used car salesmen" something we have all experienced here in the GCC. Asad is like a breathe of fresh air. His manner, his knowledge and his experience grabbed me immediately and made me listen when honestly I had gone to my meeting thinking "another guy wanting to sell me something to get his commission". He respects his clients and came on time (early for both meetings, responded to emails in a timely fashion) and prepared. He knew his products and I never felt he was up-selling or even selling.Quickly into our meeting I was engaged and saw he understood the markets and had products that provide my requirements not something to lock me up for 25 years to maybe get a result. Subsequent to this my initial meeting I have taken a saving plan because it works for me against my age and retirement plan, not because he was selling. I am happy to recommend him and am happily talking to friends to see if they will allow me to refer them to Asad as I am confident they wont get the quick sell and will actually get something you want and need. I first need to break down their "used car salesman" mind-set but I will work to change that now I have someone I can confidently recommend.
Asad is friendly and explains things needed in a professional although understandable way. He is honest and takes reasonability for getting what is needed done on time and accurately. Asad is also punctual and understands the financial aspects of the clients life, he doesn't judge and he is a good listener. I would recommend Asad as he is a great financial planner for my family.
Will started to work with me on personal investments over a years ago and always considered and balanced. This along with a great client base and exceptional relationships and knowledge of his field is a real credit and of course a comfort to people who are working with him. Wills approach is always with the client in mind and what’s the best for the individual and their circumstances along with walking people through all the details in a great manner and great with all communications.
Executive General Manager / Executive Director & Managing Director
I recommend William as his point of difference to other advisors of finance is his excellent honest communication,engaging professional style, time management, expert knowledge and delivering an end product that puts a smile on your face and more money in your pocket. He is not another boring or annoying advisor that contacts you with fake promises. Use him he did a great job for me!
I first met William 18 months ago and he has always given me his time and expertise. It is only very recently that we have actually done some business together and I have trusted him with my main pension fund. The reason I have decided to work with William has been his flexibility and obvious expertise. There was never a hard sell and it always enjoyable meeting up with him.
Head Of Information Technology
I have been working for the past year with William on consolidating my UK finances and during that time have found him to be highly professional, supportive, knowledgeable and communicative. If you are looking for a professional in financial services, I would highly recommend William and his organisation.
easy to recommend Will and the team - -robust, fact based advice delivered pragmatically and then when agreed, the transfer process was smooth - -would recommend to anyone in particular needing expat pension advice.
Managing Director and Chief Executive Officer
I have become a client of William’s this year as part of transferring my UK pension. What has impressed me during the last 10 months, is the time investment William puts into building a client relationship, over multiple meetings and nearly face to face. He puts in the time and comes to you. For many expats and professionals, life is super busy and hectic. To find the time to contemplate your UK pensions is a real challenge and William assisted me greatly to navigate these complex waters. William is very personable and easy to work with. He deciphers the complexities of pensions, not an easy job and is clear in advising options to pursue. I’ve always found William very trustworthy and reliable. He is very punctual and is clear on what will happen when and who in his team will do what? I look forward to furthering our investment relationship in the years to come.
President & CEO
William has been looking after the transfer of my UK pensions and long-term financial planning to meet my future needs and requirements. He always acts very professionally, showing a high level of integrity and professionalism in our dealings. His guidance and knowledge of different options for expat needs is exemplary. He takes the time to ensure you are comfortable and informed about these significant decisions with good clear communication.
After dealing with a number of advisors relating to my UK pension schemes, I am happy to say I have had the pleasure of working with William for some time now. He has been very professional and showcased the highest levels of integrity. I can honestly say that my dealings with him have been exactly what I was hoping for as he explained the opportunities in a very clear and positive way. He and his team continue to provide me with a fantastic service and we meet on a regular basis. I look forward to continue working with William and his team in the future to deliver outstanding results for my portfolio.
I have worked with William on my personal finance over the past 6 months, in this time I have found him to be completely competent in looking after my affairs with an exceptional understanding of global markets. William is a great communicator and was always looking after my specific requirements and needs first.
GENERAL MANAGER, Asset Management & Development
I have been quickly impressed with William's support and financial advise. His guidance on long term financial planning, particularly as it applies to expat circumstances, has been incredibly valuable. William's experience and knowledge would serve well most US or UK expats looking for a trustworthy advisor to help them plan for their financial security.
I have known William for a few years now and trust (particularly with your retiral funds) goes hand in hand with effective investment advice. With William, I have both and after a bad experience with a Qatar based advisor, William has reversed a non-performing strategy into one that fits well with my risk level and expectations. I would definitely recommend William based on his technical knowledge, market knowledge and approachability. These three attributes add up to high performance and trust in my opinion.
I would highly recommend William to any ex-pat that has pensions left in the UK. During the last 6 months, William has arranged for 3 pensions I left in the UK to be transferred to a more suitable fund option. The process has been both professional and painless. William provides constant updates and explains in detail each and every step. I feel very confident in his abilities and believe that my pensions are now in very safe hands. I would highly recommend William to anyone needing assistance and advice with their pensions.
Over the last 6 months William has assisted me in the process of transferring my UK pension. Williams professional advice has been second to none. i am now in a very confident poistion that i have someone acting in my best interest with regular updates and information provided to make the best decisions for my future. Highly recommend.
William handled my uk pension transfer in a professional and courteous manner, He was punctual in his communications and thorough with his financial advice I would not hesitate to recommend his services.
Structures Team Leader
I would not hesitate to recommend William. He assisted me in getting my pension released from my previous employer and put together a sound and very satisfactory financial solution in order to optimise my wealth going forward. An assessment of the appropriate level of risk was made and a balanced portfolio was created. Communication has been very effective and clear. I have really appreciated the level of professionalism and politeness. As well as providing a weekly assessment of the global financial markets, I am having regular progress calls with William where I can not only see the progress being made but also ask any questions. I am very satisfied with the service that William has provided over the last few months.
William has handled the transfer of my UK company pension to a SIPP in a very professional & courteous manner. Always happy answer my questions and explain in detail how the transfer would happen, along with how my funds will be invested & would have no hesitation in recommending his services.
Field Service Enginer
William Burrows is an extremely talented and knowledgeable Financial Consultant. He was able to analyse my current financial situation and provide sound advice to me ensuring that my family and I would have a positive financial future. William is very personable and does not push financial plans on you that do not make sense for your situation, he truly concerns himself with your needs and not just worried about his needs. I highly recommend William as a Financial Consultant if you are considering or planning your future financial plans.
Program Manager - Aviation Maintenance Integration
I had the pleasure of working side by side with William for 18 months as co-directors of Centurion Corporation. During this time I was extremely impressed with the relentlessness of William's drive and enthusiasm both behind the office doors and out with clients. His understanding of the financials and tax planning for the business is unparalleled. My only regret is I was unable to join him on his move to Dubai. I would have no hesitation in referring William both as an outstanding financial partner but also simply as a positive influence.
Will is very passionate about everything he is doing, always puts in 100% and goes extra mile. While working together in Platinum Force Organization I found him very professional, motivated and friendly. I strongly believe he will be an asset to any organization.
Sales Development Manager
Will is a dedicated hard worker with a keen eye for investment. He posses a higer skill set than the average employee which makes him an asset to any company.
Been with joe for a number of years, great, honest advice and the relationship has grown to a friendship and i always feel as though Joe always has the honest financial advice I need to hear. Long may it continue. Highly recommend joe & his services.
Supply Chain Manager
I must thank Joe and recommend him for his excellent advice on Pension Planning and financial advice. I started following his advice when working in Saudi Arabia and am presently working in China. His knowledge and advice has helped me a lot working as an expat in both countries.
TGT Operations Manager
Thanks for your support in our recent financial discussions Sound advice, well received and making profit excellent result Highly recommend your services and support.
Base Maintenance Manager
After months of going round in circles with different Finance Houses, Joe was able to simplify the whole process of Investment and moving my Pension, his advice has been invaluable, I would recommend Joe as your 1st point of contact whatever your investment needs.
Director Of Retail Operations
What I really like about Joe is how he gets to know you first before recommending any type of investment plan. Once he has an idea of what you’re looking for, what your aims are, and what your timescales are, then he puts together a plan for you, sorts all the paperwork and brings it to you to sign. Joe explains everything without over-confusing you with ‘investment speak’! Thoroughly recommended
Joe, is an extremely knowledgeable and friendly financial adviser, offering sound advice. He reorganized my pension and offered and advice on international Banking and money transfers, giving easy to use options for the transfer of funds, which isn't always easy from Saudi Arabia. If your looking for good advise on savings, pensions and Banking I would not hesitate to recommended Joe.
Seasoned Facilities Management Professional
Joe has been working with me for around 6 months and has provided me with clear guidance and insight into my future financial needs. He is very helpful and maintains contact on a regular basis providing relevant updates, I would recommend him.
Planning and Logistics Manager
Joe is a very helpful and knowledgeable advisor. No hesitation in recommending.
Joe has been of great help in setting up off-shore personal investments for us. Knowledgeable and very friendly ! Recommend his services to any ex-pat in the UAE
Joe is a knowledgeable financial consultant who is aware of market trends and helps your money grow.
I am really pleased with the care taken by Joe to help us invest our money wisely and we have received good returns so far. For me, having Joe work with us has been excellent as he has helped us to understand and adopt a sensible method for savings both for short term and long term needs.
Joe has been handling my investment/pension plans for over a year now after a number of years dealing with less capable brokers/agents. Joe has been a cut above and well able to provide the assistance I needed via frequent meetings and follow ups that kept me well up to date and informed of the status of my portfolio and any related issues. Bottom line, my portfolio has also shown a progressive and comforting increase in value as compared to my previous experiences.
Ghaleb Al Masri
Risk Advisory Services Partner
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