Learn More

Paul Borg
ACSI

Private Wealth Director

With over 13 years of experience in regulated financial services—2 in London and 11 in Dubai—Paul specialises in delivering holistic, long-term financial planning for internationally mobile clients.

His core expertise includes UK pension transfers, active portfolio management, and multi-jurisdictional tax planning. He helps expats capitalise on global opportunities to build tax-efficient, flexible wealth strategies aligned with their future goals.

He holds the UK Level 4 Investment Advice Diploma and the International Certificate in Wealth & Investment Management, and continues to expand his expertise through the CISI’s ongoing professional development programme.

A Royal Marine Reservist since 2011, Paul brings integrity, discipline, and attention to detail to every aspect of his work.

Areas of Expertise

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

Qualifications & Awards

Chartered Institute for Securities and Investments

CISI Level 4 Financial Planning and Advice

CISI Level 4 UK Regulation and Professional integrity

CISI Level 3 International Wealth and Investment Management

CISI Level 4 Certificate in Paraplanning

CISI Level 4 Diploma in Investment Advice

Regions Covered

  • Middle East

Recognition