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Private Wealth Director
With over a decade of experience in the Middle East, Shane has been a trusted advisor for many clients seeking comprehensive financial planning globally.
Your financial health is of paramount importance. This is even more crucial for expatriates living and moving around the world. Whether you want to ensure your existing assets are tax efficient and in protected environments or plan for your inevitable retirement, all of these require thorough planning.
Known for his client-centric approach, Shane prides himself in giving clear, honest, and easy to understand advice, along with providing a high level of client service. He takes the time to understand each client’s unique circumstances and financial goals. This personalised approach allows him to create bespoke financial plans that align with individual needs and priorities.
Liam is UK qualified, holding a diploma in Investment Advice & Financial Planning, as well as well as being a Chartered Member of The Chartered Institute for Securities & Investment (CISI). If you are looking for a knowledgeable, friendly and dedicated adviser to guide you towards financial freedom, Liam is ready to help.
Areas of Expertise
Regions Covered
I have been dealing with Shane for a number of years now and I always find him to be knowledgeable, professional and trustworthy. He's always on hand to answer any financial questions I have and... Read Full Quote
Dr. Matt Brown
20/05/2020
I recently engaged with Shane and his team following our relocation to the UAE. From the onset he was interested in providing a personal tailored solution to me and my family, a very personal touch... Read Full Quote
Francois Naude
5/05/2021