Stuart is from the 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.
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.
Stuart is a Chartered Financial Planner and Fellow of the Personal Finance Society, the specialist financial planning arm of Chartered Insurance Institute (CII) and is an Associate Member of the Society of Trusts and Estate Practitioners (STEP). He holds a first-class honours degree in financial services from Edinburgh Napier University (2018).
Areas of Expertise
Chartered Insurance Institute – Advanced Diploma in 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)
Mobile: 00 971 (0) 50 594 5217