•  (+971) 50 255 2737
  • Mon - Fri 08:00 - 18.00

Holistic

You are unique, your challenges are unique, your goals are unique and so my approach is unique. Once the basic financial planning is in place, we can tackle any goal, any crisis, any objective together. 

Experienced

With over 30 years experience and all but two of those as an Expatriate, I am sure I am able to help you solve almost all challenges you are facing. If I can't, I will know somebody that can. One thing I know for sure, we need to do this together. 

Supported

As a truly Independent  Adviser, it is imperative that I have the very best support, administration and compliance in the market. All the institutions I recommend surpass even the highest of standards. 

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For contact :

(+971) 502552737
What do I do

I am passionate about Protecting your FamilySecuring your futureProtecting your Estate

Having been advising expatriates for over 30 years I have come to specialise in and focus on what's important. Protecting you and your family, protecting your assets and protecting your legacy. My team and I have one goal, to put the right money, in the right hands at the right time. 

"Financial Advice in Black & White - with no Grey Areas"

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David d'Arcy - Practice Principal

About Me

Having been in this industry for over 30 years now I have come to specialise on what's important. Solid Financial Advice based on protecting you and your family, protecting your assets and protecting your legacy. No sales angles, no tricks, no get rich quick schemes, just Financial Advice in Black & White.

My Clients & Customers

Clients are those where we build long-term relationships. After many years in the Arabian Gulf, my clients have spread around the world. Some still working, some are retired but all still take their financial planning very seriously. Customers are those that require a simple one-off service such as Life Insurance or a Company Formation. We solve an issue and there is no further relationship. Still very important but distinctly different.

My Business

I try to keep my business as nimble as possible, in other words small. I like being able to react to changes in the marketplace, regulation and economy instantly, without board meetings or a consensus of opinions. Also, I choose which institutions, service providers and funds I use for my clients and, I would never recommend a fund or product that I would not use myself.

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Financial Advice in Black & White - With no Grey areas

"No grey areas".
What does that mean?

Honest and open discussions about your current situation.
Genuine solutions from me with no sales angles.
Full disclosure of all the costs and charges.
Genuine reviews to keep us "both" on track.
A genuine concern for you and, your family.

News &
Updates

The news and updates written here are my own opinion unless specifically mentioned they are not the views or opinion of any partners company or agency. 

Contact me - No obligation and no fee.

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