FINSBRIDGEGLOBAL PRIVATE CLIENTS

DUBAI · FOR INTERNATIONALLY MOBILE FAMILIES

Your life crossed a border. Your financial plan should too.

Finsbridge Global Private Clients brings the planning standards of our Chartered UK practice to people living and working internationally. One plan for your pensions, property, investments and family, in every country they sit in, and wherever you end up living.

[CALL LENGTH] minutes · by video · no products discussed on the first call

Most expat advice is sold. Ours is planned.

The Gulf has no shortage of financial advisers. Too many arrive with the product already chosen, a long contract attached and a fee structure nobody explains.

Finsbridge was built the other way round. We understand your life first, across every country it touches, then build the plan, and only then decide what, if anything, needs to change. You see what it costs, in writing, before we start.

The usual approach

The Finsbridge approach

Product first

Plan first

Fees buried in the contract

Fees agreed in writing up front

One country at a time

Every country at once

A sale, then silence

Reviewed every year, and whenever life moves

Built for lives that don't fit in one country

Professionals in the UAE and Gulf

Well paid, busy, and often with a UK pension, ISA or property left behind that nobody has looked at since they moved.

Families planning the next move

Back to the UK, on to somewhere new, or staying put. The order things are done in matters, and most of it has to be arranged before the move rather than after.

Business owners

Profits, personal wealth and succession planning spread across more than one jurisdiction.

Parents funding an international education

School and university fees in one currency, earnings in another.

One plan. Every country it touches.

UK pensions, reviewed from abroad

What you left behind, mapped and valued, then checked against where and when you actually plan to retire.

International investment management

Portfolios built around your plan, your currency needs, your attitude to risk and your capacity for loss. Not the other way round.

Retirement and cashflow planning

When you can stop, in which currency, and in which country. Modelled year by year so the decision is yours, made with the numbers in front of you.

Estate planning across borders

Leaving the UK doesn't automatically take an estate out of UK inheritance tax. Wills, structures and beneficiaries, joined up across jurisdictions.

Protecting your family

Life and income protection set up for people who live abroad, so your family isn't left relying on cover that stopped when you moved.

Moving back, or moving on

Planning that starts well before the flight is booked, because the most valuable steps can't be taken once you've arrived.

How it works

  1. Step 1

    Introductory call

    [CALL LENGTH] minutes by video. We find out what's on your mind and whether we're the right fit. No products, no paperwork.

  2. Step 2

    Discovery

    The full picture: every account, pension, property and plan, in every country.

  3. Step 3

    Your plan

    A written, costed plan with our fees set out in writing before any work begins.

  4. Step 4

    Ongoing reviews

    At least once a year, and whenever your life changes country, job or shape.

Meet by video wherever you are, in person in Dubai, or with our UK team in London.

Book an introductory call

The people you'll speak to

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FAQs

Start with one conversation.

[CALL LENGTH] minutes, by video, with no products discussed and nothing to prepare.