Reviews

I first met Ethan about 3 years ago and he did a fantastic job of untangling the mess that was my pensions from various different sources over the years. Everything was approached without any fuss and was explained at every step. The policy has performed well and there have been regular communications along the way to keep me informed of progress. Ethan is a guy you can trust. He follows through on everything he says and is my first port of call for any financial planning advice. In a market filled with self-centered salesmen it is so refreshing to find somebody who genuinely cares about your financial future and treats you like an individual.

When I first met with Joe some three years ago, I had very little in terms of financial planning in place and what I did have was not working as it should have been. Joe has worked closely with me and given excellent, professional and consistent advice that has enabled me to put together an extremely well-balanced portfolio that will allow me to enjoy the later years in life comfortably. The added benefit of regular review meetings really does complete the professionalism that Joe represents. I have no hesitation in recommending Joe to my friends and family and have done so on a number of occasions where he has also made a positive and marked difference to their financial situations.

I think I can say I’m probably one of Daniel’s most difficult clients. I was sceptical about financial advisors, like doing things my own way and have managed my pension successfully through a self-managed pension fund for many years. But Daniel is a superbly knowledgeable, trustworthy professional who patiently listened to my aspirations for my retirement, never tired of my ‘what-if’ questions and personalised a pension plan and portfolio which is exactly right for me and the retirement life I want to lead. I would highly recommend him to anyone who wants expert and considered advice on the best way to plan and save for your future. Dan is a pleasure to work with and more importantly, knows how to maximise a return on your savings.

I got in touch with Daniel at the time, when I was looking for opportunities to to put my savings to work. Daniel was very patient, listened what my ideas were, and how I would like to invest. He came back to me with options, we discussed what meets my goals and eventually we found what I was looking for. We keep in touch after this initial round, he keeps me updated on opportunities. Daniel is always very quick to reply to my questions, diligent in explaining the various investment structures, and tailors his recommendations to my expectations. I highly recommend him as a financial advisor.

I must say I was skeptical when I received a call to meet with Daniel. As everyone knows, there are many sharks lurking in the market looking for your money. My fear quickly subsided after our first meeting. Daniel asked me what I wanted to achieve with my investment portfolio and went back to his office to put something together that would meet my objectives. He is very knowledgeable with a no nonsense approach which I very much appreciate. His knowledge and strength with numbers are impressive to say the least. Daniel also took charge of my old investment portfolio that I have done with another financial institution. He gave me information on the hidden costs I had in my earlier investment which my last Wealth Manager conveniently forgot to mention. After a few amendments to my existing portfolio, my investment was making even more money. Apart from the above, Daniel is excellent at keeping you informed about your investment and the market trends. He meets with you regularly and does not miss a beat that is for sure.

TO WHOM IT MAY CONCERN: The purpose of this letter is to recommend the Daniel Lynch for your insurance needs. Daniel has provided pension insurance for my family, and he has always promptly and efficiently answered our insurance questions and provided exceptionally friendly service. Daniel is a very thorough and competent professional who always had my best interests in mind. I am always informed and I always feel like I am in very good hands. He never misses a scheduled meeting and he always takes my calls. Daniel is an extremely proactive professional. He does not believe in waiting for opportunity to come to him. If you should have any questions regarding Daniel, please do not hesitate to contact the undersigned.

For the past year I have been a client of Daniel's and couldn't be happier. When I first contacted Daniel for financial consulting and advice I always found him to be honest and genuine. He never pushed me towards any particular product but rather showed me a list of option and gave solid facts on them based on extensive knowledge. One year on and I am happy with the recommendations that Daniel gave me, and the pension plan that he helped me set up, my savings have grown and when we meet every quarter it is always a pleasure.

I have known Daniel for a few years now. In his role at he always provides me with excellent advice and is someone you can trust. He explains issues clearly and is patient as he will take time to go through items again to ensure everything is fully understood. He will endeavour to work around the client's time schedule and has gone out of his way to meet me at my convenience. Daniel is very knowledgeable in his field and combined with his friendly and helpful manner, I would have no hesitation in recommending Daniel to other clients.

Me and my husband were looking for some effective solution for our pension and to choose Daniel as our private advisor was a rewarding decision. The most important benefit I have received by working together with Daniel has been the fact he has been prepared to go the extra mile and provide an outstanding level of service which goes way beyond the call of duty. He is always ready to help, provide advice or information and on the top of it he explains all the financial details in a simple language so everyone can understand. If you are seeking reassurance and would like to cut out time wasting completely then hire Daniel immediately. His services are well worth the success you will achieve with his personalized approach

I have always found Daniel to be very proficient and very competent in his approach to managing his client’s affairs. Daniel has worked in the Offshore Financial Industry now for six years and has become a very well rounded and polished UK Specialist. The main reason Daniel’s clients enjoy working with him is the personal touch and genuine due care he promotes when serving his clients. I can say with absolute conviction that there are very few professionals who are as well read, motivated but more importantly client focused as Daniel. I would therefore have no hesitation in recommending him to my family or friends.

Joe has been an excellent Financial Consultant over the past several years. His knowledge and expertise with the market and the foreign market have truly been beneficial to me. I find him very refreshing compared to most consultants because he is not pushy and always trying to sell you something new. He is truly focused on what is best for you and your personal situation. I look forward to continue to working with him throughout the future years.

I have known Edmund for over 6 years now and would have no hesitation to recommend him to family, friends or work colleagues. After a thorough analysis of my financial situation he provided me with sound advice and recommendations in order to manage my current finances as well as plan for my future. He has always explained everything to me in great detail until I have a thorough understanding. Edmund is very approachable and trustworthy, never pushy, only helpful and honest. He has continued to offer his professional support and knowledge throughout the time I have known him. I am very much satisfied with the service I have received so far and feel more positive about my financial future than ever before.

Billy is an immediately professional and open individual who provided us with a concise, well structured plan to meet our short ,medium and long term financial goals. In an environment that can often be confusing and intimidating, Billy stepped in and shed light on what appears to be a dynamic and interactive investment plan. He tempered our approach with a level of calm and sense that is refreshing. Having Billy manage and structure our investment solution was a pleasure, after our second meeting, he felt like a friend, with good and objective advice. always backed with experience and rational My wife and I look forward to achieving our shared financial goals and its comforting to have Billy to walk this road with us.

I have been living here in UAE for 5 years and I have met a lot of wealth managers who offered me a different type of investments, portfolios from a different view. I am very happy to chosen Billy who could understand and implement all of my aspects. He is very keen to help me to pick the best tailored to my position. I would recommend him for everyone who wants a talented wealth manager with a piece of good knowledge about the market and its possibilities. Thank you, Billy. Carry on!

Nathan has been fantastic in helping with my financial planning. As a British expat in Australia, my specific needs were well catered for. Like many expats and professionals, my life is incredibly busy and to find the time to contemplate my UK pensions was a real challenge. Nathan assisted me greatly in a personable and trustworthy manner. Every aspect has been well explained and he remains in regular communication with me. I look forward to furthering our investment relationship and highly recommend his services to anybody with financial planning needs.

I have known Karl for years as he was recommended to me by a work colleague when I was looking to find a mortgage. Since then I have asked for Karl's services as Financial Advisor multiple times. He has been an invaluable expert on my Finances, life insurances, mortgages and I would recommend him highly to anyone. He is one of the most professional, knowledgeable and efficient Financial experts I have ever come across and someone who really takes his job seriously. An absolute star.

I was recently introduced to Karl and am extremely pleased. Karl is professional, friendly and knows his stuff. He took the time to understand my situation and what I needed - we discussed the merits of several options and I found Karl's contributions tremendously helpful. Once I decided what I wanted to do, Karl sourced a great product for me and ensured that everything went through smoothly. I will definitely be working with Karl again and heartily recommend him without hesitation.

I met Stuart in 2017 and I consolidated and transferred my UK pensions to a UK SIPP, I have always found Stuart to be very helpful, knowledgeable and professional, I’m so glad I took his advice and transferred my pensions, the portfolio investment has also grown by 9%. I would have no hesitation in recommending Stuart Bichard.

I met Stuart in Auckland, I used to be so sceptical about pensions and transferring them, after a few meetings with him it really began to make perfect sense, I transferred my pensions in to another scheme, and all I wish is I done this years ago. The advice I received was spot on, and since transferring, the performance, flexibility, visibility and updates I get from Stuart and his company have exceeded my expectations. If anyone is considering transferring their pensions all I would say is don’t be a sceptic and take Stuart Bichard’s honest quality advice.

I lived in the UK about 18 years ago before returning home to France, I was aware that I needed to look at my UK pension options, I had a company pension scheme when I worked in Oxford. Stuart Bichard took the time to get the valuation and the details of my pension, but due to tax implications of me being in France Stuart advised I leave the fund in the existing scheme. Stuart's help and his explanation was genuine and he was helping me not selling, great service.

I live and work in Dubai and was recommended Stuart Bichard by a friend of mine to speak to with regards to my financial affairs. Stuart has always been available and has helped me immensely since being in Dubai, he is a true professional, a very honest guy and will continue to use his services and take his valuable advice.

Having many company and personal pension schemes in Various UK pension providers I needed help in finding the current values and to have them reviewed to see how they were performing. Stuart took a great deal of effort and time in gathering the information, and he actually advised me to leave them as they were. It was really refreshing knowing that Stuart was not trying to sell me anything and just gave me valuable solid advice.

I met Stuart on one of his trips to Auckland (New Zealand) and he worked with me to transfer my UK-based pension into a QROPS. I found him to be fantastically professional, highly knowledgeable and a very nice guy to boot. Trust is hard to come by when you're dealing with significant amounts of money that is important to your family, but he went above and beyond to ensure that I was comfortable with what I was doing, knew all the steps involved and that there was nothing hidden from view. It says a lot that I continue to hear from him even after the transfer, so his service is far more than just transactional. I enjoyed his company so much I even invited him over to meet my family over a beer. He still hasn't done taken me up on that, but I won't hold it against him. I'd have no hesitation in recommending Stuart to anyone who is looking to transfer their pension. He has a rare mix of knowledge, expertise and likability that's hard to beat.

Having worked with Stuart and knowing his integrity, honesty, professionalism and financial services experience, I had no hesitation in instructing him to look at my UK frozen pensions. Stuart provided an excellent service combining all my pension funds into one easily managed product, a QROPS, which is gaining in value for the first time in years. Stuart provided a product to suit my individual needs with great flexibility for the future. I wish I had done it years ago. Stuart’s knowledge and understanding of the international pension market really is superb. I will recommend Stuart to friends, family and colleagues.

With my wife being from the UK we were aware that she had various frozen pensions in England but were unsure on how to find out the values, who the providers were and we did not know what we could actually do with them. Stuart explained everything extremely professionally and we both fully understood our position and the benefits of both QROPS and SIPP pension schemes. We signed a letter of permission with Stuart and within weeks we knew exactly the value of the frozen pension money we had in the UK and rather than the funds being in lots of different pots, we consolidated them all and moved them offshore. We were both so pleased with the advise and service, we will both continue to use and of course recommend Stuart.

I have been advised by Tyla for 3 years now. My initial position was extremely sceptical however, yet following his advice has led to my financial freedom with control over my future. Quite a number of old DB and DC schemes were hunted down by him so he demonstrated resilience and at no time was any pressure on me exerted. I continue to receive regular updates and really appreciate the personal touch from Tyla.

I recommend Tyla to anyone seeking financial planing advise, particularly to expats wanting to make the most of their unique situation. I’ve known Tyla for nearly 2 years whilst working in Oman and during this time he has helped in my pension transfer and set up an investment product. What I especially like about Tyla is that he is able to cut through the financial jargon and explain products in a simple way. He also follows up on his promises and is keeping to his word to meet 2 or 3 times a year to review product performance, which I especially appreciate.

I have known Tyla for over one year. With his help our financial plans for retirement are now well structured and comprehensive. Tyla has proved to be very accommodating and approachable. It is easy to get in touch with him; he responds almost immediately and makes time for personal meetings when needed. I am confident that with Tyla's help and advice we will be able to fine-tune our plans further and I look forward to working on this together in the future. I can recommend Tyla to any future client, he is reliable and trustworthy and efficient.

I have known Tyla for over one year now and have always found him to be straightforward in his approach. Rather than assuming my needs, he listened carefully to what I wanted and my situation and gave me good financial advice. He is professional and has a sound knowledge of financial planning. I would have no hesitation in recommending him as a financial planner.

I met Tyla a few months ago to explore the best options to manage my retirement plans. He was recommended to me by a work colleague. Through my interactions with Tyla since we first met, I found him to have very sound knowledge of financial planning and the financial market at large, and an honest and straightforward approach with the primary concern of looking after my interest. He offered me tailored solutions that suited my plans that led me to happily sign in with him. In addition to my retirement plans, Tyla helped to tidy up a number of other financial matters that I have been neglecting for a number of years, which I greatly appreciate. I look forward to the continued support from Tyla over the coming period towards my retirement. Thank you Tyla for your support!

Tyla is a well informed, trustworthy professional who always had my needs in mind throughout our liaison. Tyla makes it easy to build a rapport and confidence with, which eased any doubts or anxiety I may have had. No question was too small, or ask to big for Tyla who would go out his way to help me understand and learn about my financial portfolio. I am more than happy to recommend Tyla to anyone no matter what level of financial development you may have.

When I started working in the Middle East, just about over a year ago, I was lucky to meet Tyla. Or maybe I should rather say that he found me, and for that I am grateful till this day. Tyla’s financial planning advice and guidance is solid and has the clients’ best interest as a first priority. When he sat down and worked out a strategic financial plan for me, he did so taking in consideration my financial position at that time, what I could afford and what my immediate needs were. After a few consultations, he tailored the plan to suit me, provided an outlook and vision for the future and executed accordingly. Not once did I have the feeling that he was just pushing a product. He makes a fuss about his clients, and the regular follow-ups by him is of great benefit. Such an approach makes me feel comfortable and at ease. I would definitely recommend Tyla to anyone who is seeking the guidance and help of a financial advisor. And on top of that he is a great guy!

Tyla is an objective and straight-forward financial advisor that provides holistic and planning based approach in his recommendations. He's approachable, effective and responds promptly to inquiries and clarifications. He is knowledgeable in the market and has provided us the right information that helped us to decide the investment portfolio that best suit our requirements.

I started working with Tyla about 18 months ago - at the time I was also working with another financial advisory firm. I found Tyla's manner and approach very professional. He really thought through what was right given your circumstances and was in no way pushy towards one product or another. I've made a number of investments with Tyla and he has offered more general advice around a property purchase in the UK. More recently he has taken over the management of all my investments from my original advisory firm. I'm very happy to be working with Tyla and would certainly recommend him to others in the region.

I recently had the very enjoyable experience of meeting Asad for a coffee and a chat on financial security and his professionalism, knowledge and attention to detail has proved to me that there are excellent Financial Planners in the GCC (not many I agree but Asad is one). We no longer need to suffer at the hands of mediocre "used car salesmen" something we have all experienced here in the GCC. Asad is like a breathe of fresh air. His manner, his knowledge and his experience grabbed me immediately and made me listen when honestly I had gone to my meeting thinking "another guy wanting to sell me something to get his commission". He respects his clients and came on time (early for both meetings, responded to emails in a timely fashion) and prepared. He knew his products and I never felt he was up-selling or even selling.Quickly into our meeting I was engaged and saw he understood the markets and had products that provide my requirements not something to lock me up for 25 years to maybe get a result. Subsequent to this my initial meeting I have taken a saving plan because it works for me against my age and retirement plan, not because he was selling. I am happy to recommend him and am happily talking to friends to see if they will allow me to refer them to Asad as I am confident they wont get the quick sell and will actually get something you want and need. I first need to break down their "used car salesman" mind-set but I will work to change that now I have someone I can confidently recommend.

Will started to work with me on personal investments over a years ago and always considered and balanced. This along with a great client base and exceptional relationships and knowledge of his field is a real credit and of course a comfort to people who are working with him. Wills approach is always with the client in mind and what’s the best for the individual and their circumstances along with walking people through all the details in a great manner and great with all communications.

I have become a client of William’s this year as part of transferring my UK pension. What has impressed me during the last 10 months, is the time investment William puts into building a client relationship, over multiple meetings and nearly face to face. He puts in the time and comes to you. For many expats and professionals, life is super busy and hectic. To find the time to contemplate your UK pensions is a real challenge and William assisted me greatly to navigate these complex waters. William is very personable and easy to work with. He deciphers the complexities of pensions, not an easy job and is clear in advising options to pursue. I’ve always found William very trustworthy and reliable. He is very punctual and is clear on what will happen when and who in his team will do what? I look forward to furthering our investment relationship in the years to come.

After dealing with a number of advisors relating to my UK pension schemes, I am happy to say I have had the pleasure of working with William for some time now. He has been very professional and showcased the highest levels of integrity. I can honestly say that my dealings with him have been exactly what I was hoping for as he explained the opportunities in a very clear and positive way. He and his team continue to provide me with a fantastic service and we meet on a regular basis. I look forward to continue working with William and his team in the future to deliver outstanding results for my portfolio.

I have known William for a few years now and trust (particularly with your retiral funds) goes hand in hand with effective investment advice. With William, I have both and after a bad experience with a Qatar based advisor, William has reversed a non-performing strategy into one that fits well with my risk level and expectations. I would definitely recommend William based on his technical knowledge, market knowledge and approachability. These three attributes add up to high performance and trust in my opinion.

I would not hesitate to recommend William. He assisted me in getting my pension released from my previous employer and put together a sound and very satisfactory financial solution in order to optimise my wealth going forward. An assessment of the appropriate level of risk was made and a balanced portfolio was created. Communication has been very effective and clear. I have really appreciated the level of professionalism and politeness. As well as providing a weekly assessment of the global financial markets, I am having regular progress calls with William where I can not only see the progress being made but also ask any questions. I am very satisfied with the service that William has provided over the last few months.

William Burrows is an extremely talented and knowledgeable Financial Consultant. He was able to analyse my current financial situation and provide sound advice to me ensuring that my family and I would have a positive financial future. William is very personable and does not push financial plans on you that do not make sense for your situation, he truly concerns himself with your needs and not just worried about his needs. I highly recommend William as a Financial Consultant if you are considering or planning your future financial plans.

I had the pleasure of working side by side with William for 18 months as co-directors of Centurion Corporation. During this time I was extremely impressed with the relentlessness of William's drive and enthusiasm both behind the office doors and out with clients. His understanding of the financials and tax planning for the business is unparalleled. My only regret is I was unable to join him on his move to Dubai. I would have no hesitation in referring William both as an outstanding financial partner but also simply as a positive influence.