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Shannon Fox
FPFS
Private Wealth Director
Shannon started her career in the UK, working for one of the largest financial services companies in the country, before transitioning to help expat families in the Middle East achieve their financial goals.
Shannon holds Chartered and Fellowship status, awarded by the Personal Finance Society, which is the highest level of qualification under the Chartered Insurance Institute.
She specialises in crafting comprehensive cashflow models and designing strategies for intergenerational wealth and retirement planning. With a focus on personalised solutions, Shannon empowers clients to navigate complex financial landscapes with confidence.
Areas of Expertise
- Pension Analysis, Advice, Management
- Retirement Planning
- Pension Planning
- Wealth Management
- Education Fee Advice & Planning
- Education Fee Advice & Planning
Qualifications & Awards
Fellow of the Personal Finance Society Chartered Financial Planner
CII Level 6 Advanced Diploma in Financial Planning
CII Level 4 Diploma in Regulated Financial Planning
CII Level 4 Certificate in Securities Advice and Dealing
CII Level 4 Certificate in Discretionary Investment Management
CII Level 3 Certificate in Financial Services
CII Level 3 Award in Long Term Care Insurance
Regions Covered
- Middle East
