You know that you are still subject to UK inheritance tax if you are UK domiciled. You may therefore be wondering? Q: What tax free allowances are available to me before the 40% bill [...]
Finsbury Associates are an award winning, boutique financial advisory and wealth management firm, based in Dubai. Part of the wider Blue Sky Thinking Group, Finsbury Associates and our team of financial advisors are passionate about delivering a holistic, turn key service to help client’s achieve their financial goals.
We deliver excellent client service and achieved a 97.8% client satisfaction rating in 2017. Furthermore, we were delighted to win “Excellence in Client Service Middle East” at the 2017 International Adviser Awards.
We offer advice, guidance and solutions across the full remit of financial planning including:
We also provide complimentary family safeguarding workshops (including in case of emergency plans and temporary guardianship) through The Kids Initiative UAE.
We pride ourselves on proactive portfolio management. Our team are continually monitoring market changes and the personal financial events that can have an effect on our clients – we strive to ensure we always offer cutting-edge advice that is uniquely relevant to each individual.
We work to develop a deep understanding of our clients’ individual needs, so that we can better serve them and help them to secure the best financial outcomes. All clients are offered a free two-hour consultation to help us to gain an insight into their goals, and current financial circumstances. Our focus is on achieving client targets – whether that is a secure retirement, a respectable college fund or another pre-determined investment goal.
Our team of advisors are internationally qualified through the Chartered Institute of Securities and Investments. Finsbury Associates are regulated and licensed by the UAE Insurance Authority under UAE Insurance License 92.
Our clients and their needs are at the heart of what we do, and we are extremely proud to have been awarded the following awards:
The Finsbury Associates team also understands the importance of regular communication and we take an active portfolio management strategy. We are in regular contact with all of our clients to ensure that the recommended solution evolves to meet our clients’ ever-changing needs.
In the world of finance management, it’s important to have advisers you can rely on.