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Brian Jackman
CISI

Private Wealth Director

Brian has over 40 years of experience in financial services and has worked across four continents, successfully helping individuals make informed financial decisions. He began his career in the UK banking sector as an FX trader, where he progressed through various roles and ultimately became Assistant Vice President of Commercial Loans.

Brian later joined Canada Life, marking the start of his advisory career, and went on to establish his own financial planning brokerage. The firm grew to serve more than 3,000 clients with over $260 million in assets under management before he sold the business in 2000.

Since then, Brian has lived and worked across Europe and Asia and has been based in the UAE since 2011. During this time, he has built a successful practice serving high-net-worth expatriate clients who rely on his expertise for their investment portfolios and long-term planning needs.

His specializations include portfolio management—utilizing short, medium, and long-term investment products such as bonds, equities, ETFs, and property—and comprehensive financial planning tailored to the unique needs of internationally mobile clients. Given the diverse range of financial products in the marketplace and the often tax-free, higher-earning environment available to expatriates, he provides the expertise needed to build effective strategies.

Through strong relationships with private banks, Brian also assists clients with offshore banking solutions.

Brian is a member of the Chartered Institute for Securities & Investments (CISI).

Areas of Expertise

  • Pension Analysis, Advice, and Management
  • Retirement Planning
  • Pension Planning
  • Lifetime Allowance Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Wealth Management
  • Investment Portfolio Management
  • International Savings & Investment Options
  • Investment Review
  • Private Banking Advice
  • Property Portfolio Advice
  • Insurance & Family Protection
  • High Net Worth & Ultra High Net Worth
  • Private Client Wealth and Estate Planning
  • Education Fee Advice & Planning

Qualifications & Awards

CISI level 3

Regions Covered

  • Europe Excluding UK
  • South America
  • UK
  • Middle East
  • Africa
  • Asia

Recognition