I embody a tradition of when the world had vastly less technology, when a handshake carried your word and your eyes were a symbol of trust. I am known by my colleagues and friends alike by my modesty and aversion to self-promotion, my achievements speak volumes.Over the last eight years strategically based in the UAE, I have built enduring relationships with my clients, grounded in professionalism, enthusiasm, and unwavering integrity.In 2021, I achieved unparalleled success, securing the top spot in the MENA region for sales and ranking in the top five most successful IFAs globally for a leading financial advisory firm. Despite these accolades, I remain the ultimate gentleman, embodying a high moral code that transcends the conventional notions of honour.A connoisseur of leisure; I am the ultimate extrovert, I have a passion for swinging sticks on the green, cannot stay away from my horse (after moving to the island, saddle-surfing is the closest I will come to the surfboard) and I spend many peaceful hours exploring the depths with fins and a fearless spirit. You may wonder what this has to do with my passion for finance and you wouldn’t be wrong in doing so –I ask you, "What is life if it's not worth living?" It is the very REASON I work, I pursue balance in everything I do, be it work, life or your financial portfolio. With over three decades of experience and expertise in business, My approach to wealth management goes far beyond the ordinary.Specialising in alternative investments accessible exclusively by invitation, I navigate the road less travelled, offering features like fixed returns over a set term in a distinct and unique growth-yielding approach. Believing wholeheartedly in the products and services I guide my clients to invest in, I fully invest myself.
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AmbassadorDesert VipersDubai, Ae -
Private Wealth ManagerCarrick Wealth Oct 2023 - PresentRivière Du Rempart, Mauritius -
DipfaFreelance Aug 2022 - Oct 2023
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Senior Wealth ExecutiveDevere Acuma Jun 2014 - Mar 2022Downtown DubaiMiddle East-based professional in the financial services sector specialising in independent financial advice to ex-pats across the Gulf region focusing my efforts on both wealth-building and wealth preservation.There are a wide range of financial vehicles available to ex-pats that, if used in the right way, can not only fast track people to accomplishing their goals but also optimise their tax efficiency. My job is to, firstly, help people understand and evaluate the options available to them. And, then optimise the management of their portfolios by delivering ongoing, intelligent advice and service. -
Uk Sales ManagerStrong'S Memorials Limited Feb 2008 - Aug 2011
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Owner & Founder4 Club & Country Limited Feb 2003 - Feb 2007
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Partner (Financial Advisor)Ccc In Coventry Oct 1986 - May 1990Financial Advisor offering mortgages, pensions, life assurance. Engaged in personal networking to meet new clients and build a great rapport with them. Personal achievements include great sales figures during a particular period of high interest rates.
Dave Charnley (Dipfa) Skills
Frequently Asked Questions about Dave Charnley (Dipfa)
What company does Dave Charnley (Dipfa) work for?
Dave Charnley (Dipfa) works for Desert Vipers
What is Dave Charnley (Dipfa)'s role at the current company?
Dave Charnley (Dipfa)'s current role is Ambassador.
What skills is Dave Charnley (Dipfa) known for?
Dave Charnley (Dipfa) has skills like Key Account Development, Closing Skills, New Business Development, Networking, Training, Team Building, Voip, Sales Management, Sales, Business Development, Business Strategy, Account Management.
Who are Dave Charnley (Dipfa)'s colleagues?
Dave Charnley (Dipfa)'s colleagues are Vincent Scharneck, Msimelelo Melane, Jarred Craayenstein, Phil Parewa, Carrick Morris, Elizabeth Namposya, Costas Pavlou.
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