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Graeme Field
MCSI, ACII, ACIB, APFS

Private Wealth Director

Graeme has spent over 35 years in the Banking and Finance Sector covering a variety of roles including Corporate Manager with Lloyds Bank, Corporate Financial Planning Manager with Barclays, Independent Financial adviser with HSBC for 9 years before taking over the management of the team as Area Manager in 2010.

His career brought him to UAE in 2013 as a senior manager with HSBC before moving into the global Independent Financial Advice market.

Graeme holds the coveted Chartered Financial Planning status, the highest level of qualification in the UK, which puts him in an ideal place to advise on more complex financial planning arrangements.

Married with 2 grown-up sons, Graeme enjoys all sports, especially golf, and loves international travel. He splits his work time between Spain and Dubai and has clients in all corners of the globe.

Areas of Expertise

  • Pension Analysis, Advice, and Management
  • Retirement Planning
  • Pension Planning
  • Lifetime Allowance Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Tax Planning
  • Wealth Management
  • Investment Portfolio Management
  • International Savings & Investment Options
  • Investment Review
  • 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

Qualifications & Awards

Chartered Financial Planner, Cii Level 6 (ACII)

Associate of Chartered Institute of Bankers (ACIB)

Chartered Association of Personal Financial Society (APFS)

Chartered Institute for Securities and Investments (CISI)

AF5 Advanced Financial Planning Process

G60 Pensions - CII

Regions Covered

  • Middle East

Recognition