Paul Baker Certified Financial Planner®
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Paul Baker Certified Financial Planner® Email & Phone Number

Senior Financial Planner at Seven Insurance Brokers
Location: Dubai, United Arab Emirates, United Arab Emirates 9 work roles 4 schools
1 work email found @holbornassets.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Work email p****@holbornassets.com
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Current company
Seven Insurance Brokers
Role
Senior Financial Planner
Location
Dubai, United Arab Emirates, United Arab Emirates
Company size
71 employees

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Quick answer

Paul Baker Certified Financial Planner® is listed as Senior Financial Planner at Seven Insurance Brokers, a company with 71 employees, based in Dubai, United Arab Emirates, United Arab Emirates. AeroLeads shows a work email signal at holbornassets.com and a matched LinkedIn profile for Paul Baker Certified Financial Planner®.

Paul Baker Certified Financial Planner® previously worked as Independent Financial Advisor at Fractal Capital and Private Wealth Director at Ahr Financial Consultation & Analysis Llc. Paul Baker Certified Financial Planner® holds Investment Advice Diploma, Financial Planning And Services from The Chartered Institute For Securities & Investment (The Cisi).

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Email format at Seven Insurance Brokers

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*@holbornassets.com
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Profile bio

About Paul Baker Certified Financial Planner®

When I joined the industry as an assistant to an IFA in 2007, I realised that Financial Planning is not about selling policies as many advisors do, but rather about understanding client needs and aspirations and providing solutions to best suit the client.For me to be able to give the best advice, I wanted to study further and so undertook various industry-specific courses before completing my Postgraduate Diploma in Financial Planning which enabled me to be a CFP® professional. I have recently completed my UK level 4 Investment Advice Diploma and aim to further my international qualifications in the future.The best advice I ever received is that “if you fail to prepare, you prepare to fail” and I believe that this is true in all facets of life but especially important in your finances.

Current workplace

Paul Baker Certified Financial Planner®'s current company

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Seven Insurance Brokers
Seven Insurance Brokers
Senior Financial Planner
Dubai, AE
Website
seveninsurancebrokers.com
Employees
71
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9 roles

Paul Baker Certified Financial Planner® work experience

A career timeline built from the work history available for this profile.

Independent Financial Advisor

Current
Fractal Capital

As a number of clients continue to come and go from the Middle East, I wanted to ensure that I could properly assist with their transition and also advise on South African products. I was fortunate to be introduced to Victor of Fractal Capital and have joined his team. Our mutual belief in fee-based investments and holistic financial planning ensures that.

Mar 2022 - Present

Senior Financial Planner

Current
Seven Insurance Brokers

Dubai, United Arab Emirates

I am continuing my work as a CFP® professional, providing holistic financial planning advice to my clients. By partnering with Seven Insurance Brokers I am able to continue to offer whole of market products and services to my clients.

Sep 2020 - Present

Private Wealth Director

Current
Ahr Financial Consultation & Analysis Llc

Dubai, United Arab Emirates

Working with an SCA regulated firm in the UAE allows me to offer bespoke investment solutions to clients using cost-effective and transparent platform providers. Having our own in-house Chief Investment Officer ensures that investment solutions are carefully selected, researched and continuously managed. My philosophy of providing needs-based financial.

Aug 2020 - Present

International Financial Advisor

Beacon Global Wealth Management

I am excited to have joined Beacon Global Wealth Management under their BlackTower licence for both Cyprus and Gibraltar. This allows me to provide compliant advice to clients throughout the EU and UK.Working with a firm that is committed to acting in their clients' best interests is always key to me and I look forward to growing this relationship and.

Dec 2022 - Oct 2023

Senior Associate

Holborn Assets Llc

Dubai

Most of us expats living in the UAE are here to make money and create a better future, not just for ourselves but for our families as well. It is important for us to take a holistic view at our financial planning and ensure we have a well-rounded strategy in place.Insurance, investments, wills, budgeting and general financial planning are the key areas.

Mar 2016 - Aug 2020

Operations Manager

Origin Financial Group Of Companies

Cape Town

Due to my specific skill-set, I was acknowledged as a systems and admin leader and promoted to the position of Operations Manager. I maintained a smaller book of clients whom I serviced in both Cape Town and Durban and led the team on projects and operations.

Jul 2014 - Mar 2016

Portfolio Manager

Origin Financial Group Of Companies

Cape Town Area, South Africa

PWV Trustsure merged with Alf Meyer Insurance Brokers, Charis Brokers and MCL RiskAdvisors to form Origin Financial Solutions at the end of 2012. This merger gave us access to a greater number of products and also allows us to offer our clients a broader spectrum of services.My portfolio ranges from individuals to restaurants to transporters and a lot in.

Feb 2013 - Mar 2016

Portfolio Manager

Pwv Trustsure

Western Cape

Portfolio Manager focusing on financial planning and short-term insurance in the Cape Town and Durban areas.Responsible for systems administration and design as well as staff training.

Nov 2010 - Feb 2013
Team & coworkers

Colleagues at Seven Insurance Brokers

Other employees you can reach at seveninsurancebrokers.com. View company contacts for 71 employees →

GR Gaayathri Rajagopalan, Cpma, Cpc, Lssgb, Lssbb Gaayathri Rajagopalan, Cpma, Cpc, Lssgb, Lssbb Colleague at Seven Insurance BrokersUnited Arab Emirates, United Arab Emirates View → EP Erwin Penacerrada Erwin Penacerrada Colleague at Seven Insurance BrokersUnited Arab Emirates, United Arab Emirates View → EC Eunice Castaneda Eunice Castaneda Colleague at Seven Insurance BrokersDubai, United Arab Emirates, United Arab Emirates View → MM Maricel Morillo Maricel Morillo Colleague at Seven Insurance BrokersDubai, United Arab Emirates, United Arab Emirates View → LK Lianette Kylin Flores Lianette Kylin Flores Colleague at Seven Insurance BrokersDubai, United Arab Emirates, United Arab Emirates View → LK Loy Karlo Dela Cruz Loy Karlo Dela Cruz Colleague at Seven Insurance BrokersDubai, United Arab Emirates, United Arab Emirates View → JM Jeffry Malabuyoc Jeffry Malabuyoc Colleague at Seven Insurance BrokersDubai, United Arab Emirates, United Arab Emirates View → MM Melany Maya Melany Maya Colleague at Seven Insurance BrokersDubai, Dubai, United Arab Emirates, United Arab Emirates View → CE Champika Eardly Champika Eardly Colleague at Seven Insurance BrokersDubai, United Arab Emirates, United Arab Emirates View → RC Roger Campaner, Mba, Cert Cii Roger Campaner, Mba, Cert Cii Colleague at Seven Insurance BrokersUnited Arab Emirates, United Arab Emirates View →
4 education records

Paul Baker Certified Financial Planner® education

High School, English, Afrikaans, Maths, Accounting, Science, Biology

St Henry'S Marist Brothers College
FAQ

Frequently asked questions about Paul Baker Certified Financial Planner®

Quick answers generated from the profile data available on this page.

What company does Paul Baker Certified Financial Planner® work for?

Paul Baker Certified Financial Planner® works for Seven Insurance Brokers.

What is Paul Baker Certified Financial Planner®'s role at Seven Insurance Brokers?

Paul Baker Certified Financial Planner® is listed as Senior Financial Planner at Seven Insurance Brokers.

What is Paul Baker Certified Financial Planner®'s email address?

AeroLeads has found 1 work email signal at @holbornassets.com for Paul Baker Certified Financial Planner® at Seven Insurance Brokers.

Where is Paul Baker Certified Financial Planner® based?

Paul Baker Certified Financial Planner® is based in Dubai, United Arab Emirates, United Arab Emirates while working with Seven Insurance Brokers.

What companies has Paul Baker Certified Financial Planner® worked for?

Paul Baker Certified Financial Planner® has worked for Seven Insurance Brokers, Fractal Capital, Ahr Financial Consultation & Analysis Llc, Beacon Global Wealth Management, and Holborn Assets Llc.

Who are Paul Baker Certified Financial Planner®'s colleagues at Seven Insurance Brokers?

Paul Baker Certified Financial Planner®'s colleagues at Seven Insurance Brokers include Gaayathri Rajagopalan, Cpma, Cpc, Lssgb, Lssbb, Erwin Penacerrada, Eunice Castaneda, Maricel Morillo, and Lianette Kylin Flores.

How can I contact Paul Baker Certified Financial Planner®?

You can use AeroLeads to view verified contact signals for Paul Baker Certified Financial Planner® at Seven Insurance Brokers, including work email, phone, and LinkedIn data when available.

What schools did Paul Baker Certified Financial Planner® attend?

Paul Baker Certified Financial Planner® holds Investment Advice Diploma, Financial Planning And Services from The Chartered Institute For Securities & Investment (The Cisi).

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