Independent Financial
Advice for Dubai Expats
Whether you are super star like Elton
John looking to emigrate or a just a regular person leaving UK shores for
the first time to start a new job in Dubai, you have one thing in common. Apart
from Elton John probably being
somewhat wealthier, you will both need to seek independent financial advice to
not only to mitigate any tax implications of your move, but to plan for your
financial future outside the UK.
For most of us this can be a testing time. Leaving your family and
friends, moving in to new home, meeting new work colleagues, getting to grip
with a new culture and generally a different way of doing things, and if you have children on top, then finding
the right school environment can leave you totally bewildered if not
overwhelmed. So planning for such items as life insurance, health insurance,
critical illness cover, income protection, retirement planning and dealing with
your pension is probably as far down your list as it can go.
So who can you trust to provide the impartial financial advice and
help you navigate through its complexities?
We spotlight on one such company today, Dubai based Fund Advisers. Spencer Lodge is their managing
director and has been has been at the pinnacle of international financial
services sales and management for over 18 years. His company Fund Advisers are
one of the leading financial services companies in the Middle East.
He has helped build some of the largest and most successful
financial consultancies, delivering expert investment and planning advice for
expatriate clients and investors from all over the world.
With Spencer Lodge at the
helm, his company, Fund Advisers is redefining the way their industry does
business by offering clients a refreshing and jargon free approach to financial
services. They put a lot of emphasis on
getting to know their clients first before making any financial proposals and
giving clients all the unbiased information they need to make informed
judgements on their investment.
Being under independent ownership allows them to select the most
appropriate life insurance or investment account from a large selection of
providers allowing them to advise clients on potentially tens of thousands of financial
options available ensuring each clients specific requirements are met.
Spencer Lodge added “At Fund Advisers we also provide our clients with a full up-front
disclosure on any fees and commissions we may earn and as a result of our
proposals and as a result many of our clients tell us that our honesty,
openness and transparency were the major factors in them placing business with
us.”
Whilst not as large as other financial institutions such and deVere
Group and Globaleye, they have quickly grown their business on the principle of
providing personal service and support to clients. With over 50 staff already
employed in the Dubai office and more being added to cope with demand for their
services.
It’s easy to understand why the company is so popular with its
customers. A refusal to cold call
prospects, a policy of openness and transparency with clients on fee incomes
and a genuine desire to change the perception of his industry, he has generated
many admirers of his approach but also some jealous types as well.
Other financial advisers are available.
Article by Jessica Spear
For further information on Fund Advisers, please visit www.fund-advisers.com
Fund Advisers UAE
16th Floor
U-Bora Tower
Business Bay
Dubai
UAE
P.O. Box 50685
T: +971 (0) 4 448 6650
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