Stuart Porter BA (Hons) STEP Associate ACSI DipPFS


Expatriate Financial Planning Specialist


Stuart is from United Kingdom and has been working in the Financial Services sector since 1988. He qualified as a financial planner in 1994. 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)

Contact Details

Mobile:          00 971 (0) 50 594 5217          

E-mail:           stuart.porter@aesinternational.com

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