Stephen Glancy

Stephen Glancy Email and Phone Number

Level 4 UK Qualified Wealth Advisor at deVere Acuma @ deVere Acuma
dubai, united arab emirates
Stephen Glancy's Location
Dubai, United Arab Emirates, United Arab Emirates
Stephen Glancy's Contact Details

Stephen Glancy work email

Stephen Glancy personal email

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About Stephen Glancy

Level 4 UK qualified wealth advisor primarily assisting clients in the following areas:✔ UK Pension Advice✔ Tax, Trust and IHT Planning✔ Repatriation✔ Higher Education Fee Planning✔ Retirement Provision✔ Life and Critical Illness Cover✔ UK Property Investment✔ Foreign Exchange

Stephen Glancy's Current Company Details
deVere Acuma

Devere Acuma

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Level 4 UK Qualified Wealth Advisor at deVere Acuma
dubai, united arab emirates
Website:
devere-acuma.com
Employees:
185
Stephen Glancy Work Experience Details
  • Devere Acuma
    Wealth Advisor
    Devere Acuma Jan 2015 - Present
    United Arab Emirates
    The deVere Group are the world’s largest privately owned international financial advisory. We have over 500 Financial Consultants in more than 70 offices, over 80,000 clients and in excess of $10 billion under management and administration. We offer advice on a global basis and are totally independent, meaning we have access to the whole market and our clients will get the best products and returns available. As the largest offshore consultancy in the world we are able to secure… Show more The deVere Group are the world’s largest privately owned international financial advisory. We have over 500 Financial Consultants in more than 70 offices, over 80,000 clients and in excess of $10 billion under management and administration. We offer advice on a global basis and are totally independent, meaning we have access to the whole market and our clients will get the best products and returns available. As the largest offshore consultancy in the world we are able to secure alliances and products that other advisory groups are unable to provide. The deVere Group provides free advice in respect to all manner of tax efficient savings and investments. In particular, we provide estate planning & asset protection advice in tax efficient international jurisdictions. Our aim is to provide the individual with Wealth Creation and Wealth Preservation to ensure the client's needs and aspirations are met. Show less
  • Devere Acuma
    Trainee Wealth Advisor
    Devere Acuma Oct 2014 - Jan 2015
    Dubai, Uae
  • Vifor Pharma
    Finance Trainee
    Vifor Pharma Oct 2012 - Aug 2013
    Zürich Area, Switzerland
    • Member of the Finance Systems and Reporting Team based at the headquarters. • Responsibility for numerous monthly reports, including presentations and Excel files distributed directly to the CEO and members of the Board of Directors, as well as exchange rates and FTE analysis for distribution within the department.• Involvement in half-year and year-end planning processes, both with regards to presentations and reports. • Data entry into the financial system ‘Hyperion’ on behalf… Show more • Member of the Finance Systems and Reporting Team based at the headquarters. • Responsibility for numerous monthly reports, including presentations and Excel files distributed directly to the CEO and members of the Board of Directors, as well as exchange rates and FTE analysis for distribution within the department.• Involvement in half-year and year-end planning processes, both with regards to presentations and reports. • Data entry into the financial system ‘Hyperion’ on behalf of international affiliates, particularly for the planning cycles.• Proof-reading of all documents as an English native speaker. Show less

Stephen Glancy Skills

Financial Advisory Banking Pensions Corporate Finance Financial Planning Portfolio Management Data Analysis Investments Finance Financial Services Wealth Management Business Planning Microsoft Office Microsoft Excel Risk Management Asset Management Customer Service Financial Analysis Business Strategy Teamwork Management Financial Reporting German Analysis

Stephen Glancy Education Details

Frequently Asked Questions about Stephen Glancy

What company does Stephen Glancy work for?

Stephen Glancy works for Devere Acuma

What is Stephen Glancy's role at the current company?

Stephen Glancy's current role is Level 4 UK Qualified Wealth Advisor at deVere Acuma.

What is Stephen Glancy's email address?

Stephen Glancy's email address is st****@****uma.com

What schools did Stephen Glancy attend?

Stephen Glancy attended University Of Surrey, Coopers Company & Coborn School.

What skills is Stephen Glancy known for?

Stephen Glancy has skills like Financial Advisory, Banking, Pensions, Corporate Finance, Financial Planning, Portfolio Management, Data Analysis, Investments, Finance, Financial Services, Wealth Management, Business Planning.

Who are Stephen Glancy's colleagues?

Stephen Glancy's colleagues are James Harper, Lesedi Sedio, Rhiann Colwill, Saurabh Chaturvedi, Gregorio Pabillo, Realyn Cabarles, Fernando Perez.

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