stefan terry - financial adviser dubai | expat wealth care
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Welcome To Expat Wealth CareExpat Wealth Care help expats in the Middle East with all matters of wealth protection, wealth preservation and wealth creation through the likes of medical cover, life cover, critical illness cover, mortgage protection, savings plans, international pension plans and the management of UK pension transfers.
Call Us : +971508894735
About UsCompany Summary
1. Expat Wealth Care is an independent brand created and operated by Stefan Terry.
2. We provide advice and guidance on the topic of financial planning, solely focussing our strengths on the Middle Eastern market.
3. Expat Wealth Care is a Globaleye operated enterprise, and as such, we are licensed by the UAE Insurance Authority and registered with the Ministry of Economy and Department of Economic Development and under UAE Federal Law (8) of 1984.
4. We provide advice to expats and locals in the UAE, with all aspects of tax efficient savings and financial planning to ensure that time spent in the UAE is time well spent from a financial point of view.
Our Team
Stefan Terry Bsc Hons CII AwardChief Wealth Officer
Stefan has been working in the Middle East since 2007. His very thorough and meticulous methods of client management and his breadth of knowledge in the offshore investment market has developed his client base at an incredible rate. His superior work ethics along with his professionalism and his knowledge are all traits that his clients always praise.
Paula Leonor
Paula has been working at Expat Wealth Care since 2011 and is certainly an integral part of the business. Paula has a breadth of experience in various administration roles, previously working in the Philippines.
PA and Officer Manager
Our Wealth Solutions
1. Estate Planning for HNWI’s2. Investment Advice & Portfolio Management 3. Retirement Planning4. Sipps, Qrops & Qnups5. Education Planning6. Life Assurance7. Critical Illness Cover8. Life Assurance for Mortgages9. Key Man Insurance10. Currency Exchange
Testimonials
Contact Us
Website : www.expatwealthcare.com