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Shane Andersen

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

  • Pension Analysis, Advice, Management
  • Retirement Planning
  • Pension Planning
  • Lifetime Allowance 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
  • Cashflow Forecasting & Modelling

Regions Covered

  • South America
  • Europe Excluding UK
  • UK
  • Middle East
  • Africa
  • Asia
  • Australia
  • Worldwide

Recognition