My Bio

Stuart is from the United Kingdom. His career started in banking in  1988. However in 1994, when he qualified as a financial planner he found his true calling. A role where he could genuinely make a positive difference to the lives of others. He spent the next 7 years working closely with firms of solicitors and chartered accountants assisting their clients in financial planning matters.

In 2001 he moved to Dubai. Stuart has been working at AES Middle East Insurance Broker LLC, a fee-based financial planning company based in Dubai, since January 2015. Prior to this, he was Associate Director at Synergy Financial LLC for 10 years.

His practice encompasses all aspects of financial planning. Private clients are generally British, married in their mid-40’s with children and resident in Dubai. They are business owners or senior managers with assets in excess of £1 million. Corporate clients are typically in the services sector with 50 or more employees and are also based in Dubai.

He holds a first class honours degree in financial services from Edinburgh Napier University (2018); Diploma in Regulated Financial Planning from Personal Financial Society (PFS) the specialist financial planning arm of Chartered Insurance Institute (CII) and is an Associate Member of Society of Trusts and Estate Practitioners (STEP).

Areas of Expertise

Investing for Growth                                                         Group Medical Insurance

Family Protection/Life Assurance                                       Shareholder Protection

Retirement Planning                                                          Employee Benefits

Wills and Estate Planning                                                  Corporate Wills

Qualifications

Chartered Insurance Institute – Diploma in Regulated Financial Planning

Chartered Institute of Securities and Investment – Financial Analyst

Society of Trust and Estate Practitioners (STEP) – Associate

Edinburgh Napier University – 1st Class Honours Degree (Financial Services)