AHR Group has been acquired by Titan Wealth and is now operating as Titan Wealth International

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Paul Borg
ACSI

Private Wealth Adviser

Paul is now a seasoned financial expert with over 12 years’ experience in the financial services industry, 3 years in London and 9 years based in Dubai helping expats design and execute their bespoke financial plan.

Although Paul is a truly holistic financial adviser, his areas of specialist expertise are UK pension transfers and high-net-worth tax planning. He prides himself on his reputation of being personable but professional approach and always going above and beyond the normal call of duty.

As a serving Royal Marine Reservist since 2011, integrity, honesty, accountability and attention to detail is the foundation of everything that Paul does.

Paul is a member of the UK’s Chartered Institute for Securities and Investments, he is constantly adding to his professional qualifications and learning through continual professional development. He currently holds level 4 certificates in financial planning and advice and UK ethics and integrity.

Areas of Expertise

  • Pension Analysis, Advice, and Management
  • Superannuation Analysis, Advice, and Management
  • Retirement Planning
  • Pension Planning
  • Lifetime Allowance Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Tax Planning
  • Tax Advice
  • Wealth Management
  • Investment Portfolio Management
  • International Savings & Investment Options
  • Investment Review
  • Property Portfolio Advice
  • Insurance & Family Protection
  • Education Fee Advice & Planning
  • High Net Worth & Ultra High Net Worth
  • Private Client Wealth and Estate Planning
  • Complex Multi-Jurisdictional Financial Planning
  • Cashflow Forecasting & Modelling

Qualifications & Awards

Chartered Institute for Securities and Investments

CISI Level 4 Financial Planning and Advice

CISI Level 4 UK Regulation and Professional integrity

CISI Level 3 International Wealth and Investment Management

CISI Level 4 Certificate in Paraplanning

CISI Level 4 Diploma in Investment Advice

Regions Covered

  • Middle East

Recognition