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Rupert James Connor
BA (Hons), ACSI

Private Wealth Director

Rupert James Connor is an experienced fiduciary Financial Planning Adviser.

Having begun his career as an Independent Financial Adviser in the UK after graduating from the University of Exeter in 2002 with a BA (Hons) in Politics and Society, Rupert has spent more than 24 years helping individuals, families and business owners make informed decisions about their financial futures, including more than 19 years advising clients across the UAE and the wider international community.

Areas of Expertise

  • Retirement Planning
  • Pension Planning
  • Inheritance Tax Planning
  • Wealth Management
  • Investment Review
  • Education Fee Advice & Planning
  • Cashflow Forecasting & Modelling

Qualifications & Awards

Financial Planning Certificate

Associate of the Chartered Institute for Securities & Investment (ACSI)

Regions Covered

  • Worldwide

Recognition