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Derek King
DipFA, ACSI
Private Wealth Adviser
Derek has 23 years’ experience of working in the International Financial Services Industry, advising clients on all areas of holistic Financial Advice.
He has experience of working in the UK, Europe and for the last 11 years within the UAE. He is an active member of both the Chartered Institute for Securities and Investment and London Institute of Banking and Finance.
Derek provides advice and guidance on all areas of Financial Services including personal Wealth Management & Investments, Protection and Retirement planning with emphasis on efficient future Tax planning.
Derek is dedicated to providing a high-level of ongoing service to his clients, ensuring over time their financial goals and objectives are met.
Areas of Expertise
- Pension Analysis, Advice, Management
- Retirement Planning
- Pension 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
Qualifications & Awards
Diploma in Advanced Financial Advice (DipFA)
CISI International Certificate in Wealth and Investment Management
Financial Planning Certificate (FPC)
Certificate in Mortgage Practice (CeMap)
Certificate in the UAE Financial Rules and Regulations
Associate Member of the Chartered Institute for Securities (ACSI)
Member of the London Institute for Banking and Finance (MLIBF)
Regions Covered
- Middle East
Recognition
I have known Derek for many years. He is extremely professional within his field of works. He strives to give his clients the best customer service and advice. Derek is a very... Read Full Quote
I have known Derek for over 5 years now. He has recently advised upon and processed my family’s Life / critical illness cover, along with additional pension planning. I have always... Read Full Quote
