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Robert Barfield
FCSI

Private Wealth Director

As a career Financial Planner giving advice since the age of 21, Robert loves to help people and create robust and comprehensive financial plans.

Working with British, American, and many other expats for the last 19 years, and the last 13 years in the international space, he enjoys speaking with clients and helping them achieve their financial goals. His approach is straightforward and honest, putting his clients’ goals and priorities at the heart of everything.

He is a Chartered Fellow through the CISI in the UK, having first achieved this Chartered status in 2015. Now SEC-registered in the US, he provides US and UK cross-border advice for clients in the US and overseas, supporting all aspects of their financial planning requirements.

Helping clients with a full range of financial planning, his aim is to build long-term relationships in which his role is to provide information and clarity whilst offering support all the way through their financial journey.

Areas of Expertise

  • Pension Analysis, Advice, Management
  • Inheritance Tax Planning
  • Investment Portfolio Management
  • Investment Review
  • Insurance & Family Protection
  • Private Client Wealth and Estate Planning

Qualifications & Awards

Private Client Investment Advice Management - Level 6

Portfolio Construction Theory in Wealth Management - Level 7

CeMap

DipFA

Chartered Fellow CISI

Portfolio Construction Theory in Wealth Management

Regions Covered

  • Middle East

Recognition