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Saif Rubbani
DipPFS
Private Wealth Director
Saif is a Private Wealth Director with over eight years’ experience in financial services, specialising in tax-efficient financial planning for internationally mobile clients.
He builds genuine, long-term relationships, helping expatriates navigate complex financial and tax matters with clarity, confidence, and tailored solutions. Saif holds a UK Level 4 Diploma in Regulated Financial Planning with the CII, the US Series 65 qualification with NASAA and is an ATT‑qualified UK Taxation Technician.
With experience in both the UK and UAE, he brings a global perspective to wealth planning, focusing on cross-border tax, long-term strategy, and sustainable outcomes that evolve with clients’ goals.
Areas of Expertise
- Pension Analysis, Advice, Management
- Retirement Planning
- Inheritance Tax Planning
- Tax Planning
- Wealth Management
- Cashflow Forecasting & Modelling
- Education Fee Advice & Planning
- Insurance & Family Protection
- Tax Structuring
- Tax Advice
- Pension Planning
- Succession Planning
- Investment Review
- Complex Multi-Jurisdictional Financial Planning
- Private Client Wealth and Estate Planning
Qualifications & Awards
Chartered Insurance Institute (CII)
NASAA Series 65
ATT – Taxation Technician
DipPFS – Diploma in Regulated Financial Planning
BA (Hons) in Accounting & Finance
Regions Covered
- Middle East
- Africa
- Asia
- Europe Excluding UK
Recognition
I have had the pleasure of working with Saif Rubbani, for several years now, and he has proven to be an invaluable asset to my financial planning and business strategies. The advice and support... Read Full Quote