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Daniel Lynch
Private Wealth Director
Daniel has been practicing as a certified financial planner since 2006. Daniel prides himself on his client service, quality of communication, and breadth of knowledge in the UK and International markets.
His superior work ethic along with his professionalism and knowledge are all traits that his clients always praise. Daniel enjoys providing financial planning expertise to private clients and has many clients amongst companies such as Shell, BP, Barclays, Accenture, ADNOC, Microsoft, Schlumberger, Google, Standard Chartered, Deloitte, Emirates Airline, and KPMG to name a few.
As your partner in building wealth and security, we are constantly striving to improve our offering in order to exceed your needs and expectations. Working in partnership with other experts and professionals enables us to deliver complete advice and bespoke recommendations to suit your needs.
You will have regular meetings with Daniel to review the ongoing suitability of your portfolio and to ensure that it remains appropriate to your goals and attitude towards risk. Should there need to be any changes to your portfolio, Daniel shall inform you of this and his reasoning.
Areas of Expertise
- Pension Analysis, Advice, and Management
- Retirement Planning
- Lifetime Allowance Planning
- Inheritance Tax Planning
- Succession Planning
- Tax Planning
- Tax Structuring
- Tax Advice
- Wealth Management
- Investment Portfolio Management
- International Savings & Investment Options
- Investment Review
- Private Banking Advice
- 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
Regions Covered
- Middle East
Recognition
Daniel has given me excellent support in getting my Pension and other Finance assets in a much better place. His advice has been clear, precise and unbiased in what decision to make. Daniel came well... Read Full Quote
After having met with a number of financial advisers in UAE to discuss my UK pension scheme, I finally took the decision to engage with Daniel and I can honestly say both the quality of advice and... Read Full Quote
I can only commend Daniel for his knowledge, dedication and trustworthiness. After a process of engagement with a number of financial advisers in the UAE in early 2018 I selected Daniel and DeVere's... Read Full Quote
I can strongly recommend Daniel. He came referred from a good friend and client of Daniels, and I am forever grateful to both of them. Daniel has advised me in all of my financial investments, I have... Read Full Quote
