Financial Services

Professional Organizations/Affiliation: Goldman SachsMogan Stanley JP MorganZurich International Friends Provident International IP Global
Established in 1999, Acuma has gone from strength to strength and is now one of the most recognised and respected providers of financial planning solutions in the Gulf region. Acuma are the largest independent and most licensed financial consultancy in the UAE. We are the first choice for expatriates looking for an independent firm offering holistic financial planning, from qualified, experienced advisers.

I work on business development and client relationship management for Anthony Goozee who is a fully qualified Financial Adviser originally from the UK. Anthony has over 8 years experience providing independent financial advice and offers the support and guidance required to help our clients secure their financial futures.

As well as working with individual clients we regularly host seminars and informative workshops to educate people on their potential financial shortfalls and possible future planning needs.

Areas of expertise include:

• Planning for saving for the future including education fees
• Advice and guidance on retirement planning including international pensions, QROPS, SIPPS and pension transfer advice
• Protecting yourself, your business and your family with life insurance, critical illness and health insurance
• Advice on Sharia law and wills
• Lump Sum Investments
• Advice on global property investment
• Financial advice for businesses - protecting assets, health insurance, adding value

Please do not hesitate to contact me if you would like to find out more about:

• A complimentary review of your personal finances with a qualified financial adviser
• Attending one of our in-house seminars
• Arranging a bespoke seminar in your work place
• Complimentary pension review to see whether you qualify for an overseas pension
• A review to assess whether your business and key personnel are adequately protected
Office Address : Level 35, 1 Sheikh Zayed Rd | H Hotel, Office Tower | PO Box 23940
Email Address : Send Message
State : Dubai
Country : United Arab Emirates

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