Virtual Meeting

Normally, I provide my financial planning service through a series of face to face meetings. The COVID-19 outbreak, caused me to reviewed my business practices. The development of my virtual meeting service for financial planning is one of the changes I have made to keep my clients safe.

Initial Meeting

Initial discovery meetings are via ZOOM.

ZOOM is a video conferencing service which is approved by the local authorities. You can download the app free of charge by following these links from the App Store or Google Play

So that you gain the most out of our virtual meeting our discussion, I send you a discussion document prior to our meeting. Financial planning is important, it intertwines all aspects of our lives. This pre-meeting document allows you time to think about what you want to achieve.

Our initial meeting usually lasts about 1 hour. During the meeting, our focus will be on understanding your life goals. We will discuss potential solutions and whether I can help. If I can help, I will prepare a report for you with my recommendations.

Follow Up Meetings

Financial planning is a long term process. As your goals and circumstances evolve adjustments will need to be made. I meet with all of my clients at least once a year.

Due to the temporary nature of life in the Emirates and the recent opening of video conferencing by the authorities, I am now able to offer overseas clients continuity of service. Therefore, just because you change countries does not mean you have to start again looking for a new adviser.

Book Your Virtual Meeting Here

To book your free virtual meeting, please click here.

If you would like to speak to me before booking, please contact me on 00 971 50 594 5217 or via e-mail 

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