Robin Thornton Email & Phone Number

Uae/Europe/Usa

I am a experienced, UK ( Dip IAD) & US ( S65) qualified adviser with knowledge across various cultures, countries and clients. Not one is the same, its perhaps a great skill to listen and understand the clients objectives, aspirations and strategy. My role is to question the strategy, perhaps with insight into the risks and rewards through my years of experience to ensure clients are fully aware, that might be protecting the business, themselves or their family. Moving money, investments globally or pensions such as SIPP's and QROPS's . I consider myself to provide excellent service to my clients, traditional common sense approach ( sadly lacking in this world!) and a professional who maintains CPD and works towards the next qualification. If specific expertise is required I can act on behalf or with my clients to get the information or service required.SIPPSQROPSInvestment managementRegular Offshore SavingsTax planningEducation PlanningInheritance planning ( IHT)Currency TransferMutual FundsPortfolio Management

Uae

Responsible for relationships, sales & investment direction for existing clients. Maintaining a team of 12, AUA of approx $25m liaising with the MD & senior managers to improve and increase the quality of the service proposition at all levels. Great technical understanding and communication skills both internal and external stakeholders

Uae

Managing a team of 8 Wealth Managers to provide top class service & independent financial advice to private clients & SME's. Areas such as Pensions, Savings,SIPP's, QROPS, Offshore planning, IHT, Wills & estate planning. Meeting performance targets & managing teams compliance & advice.

Uae

Advising clients in all aspects of offshore finance.SIPPSQROPSRegular Offshore SavingsTax planningEducation PlanningInheritance planning ( IHT)Currency TransferMutual FundsPortfolio Management