Paul Reynolds FPC (CII)
Dubai. U.A.E.
Professionally qualified Financial Planner FPC (CII) with a passion for helping my clients become Financially Well Organized in Dubai and the Middle East.
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Successful Financial Planning in my opinion requires 3 ½ steps:-
1. I help inspire my clients to really think about what they want for their future. Lifestyle, goals & ambitions.... What is important to you?
2. We then do the Maths. What you need to save in order to achieve your objectives & fulfill your dreams. How do you get from where you are now to where you want to be in the future?
3. Only then do we talk about product, these are Savings vehicles, Pensions & Investments.
If protecting you & your family in the event of unexpected illness or death we use Life insurance, Wills & Trusts / Guardian documents.
3 ½. Take some action!
"Live as if you were to die tomorrow. Learn as if you will live forever" -Mahatma Gandhi
Interested?
I also assist my clients with Offshore Banking, Tax Planning & Pension Transfers.
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PROFESSIONALLY QUALIFIED & EXPERIENCED FINANCIAL PLANNER
The process starts in the first meeting with a very informal discussion about what my clients wish to achieve. No product selling, just a listening ear & note taking to truly establish & agree exactly what is important to my client. This meeting is followed up with a free report & recommendations, documenting what we discussed & agreed at the first meeting
Only then do we talk about the Money. Successful financial planning involves calculating what you need to do in order to get where you want to go.
The Middle East marketplace offers expats a wide range of tax free saving, pension, investment & protection products for us to choose & agree. I am independent in choice & therefore not tied to any banks or product providers. We use low risk & well regulated jurisdictions for our clients peace of mind & stability.
Client service is paramount going forward & all investments are reviewed every quarter. Globaleye have won many awards in the region in recent years for client service.