Living in the UAE can be expensive, making it imperative that you learn to manage a decent lifestyle while saving for the future. Here come financial advisors in the UAE.
Consult with them to map out how to achieve your financial goals. Whether you are looking to invest your savings or plan for your retirement, our curated list of top financial advisors in the UAE can help. Their services are designed to make your financial journey as smooth and convenient as possible.
Who Are Financial Advisors in the UAE?
Imagine a place where finance concepts are easy to understand. Financial Advisors are the companies that simplify financial knowledge for you. They provide consultation to save and invest your money. Besides, they can also help you prepare for emergencies. With their reliable advice, you can rest assured that your financial future is in good hands.
Here are some of the primary services provided by financial advisories:
- Investment Planning
- Wealth Management
- Budgeting
- Retirement Planning
- Succession Planning
- Estate Planning
List of Top UAE Financial Advisors
Choosing the right financial advisor can be challenging, considering the many companies in the market. It is crucial to properly research and look at the reviews, services fees and consultancy services. We have made it simple for you. Here is the list of the top ones in the UAE:
1. Finsbury Associates
Established in 2013, Finsbury Associates is a globally recognised award-winning financial advisor in Dubai. With a 97.8% satisfaction ratio, the firm specialises in all areas of investment and wealth management. Finsbury Associates believes in a client-centric approach, where the client’s financial goals and risk tolerance are the top priority.
The firm is a CISI-qualified financial advisor and is a complete solution for all your financial needs. Here are all the details:
- Features:
- Finsbury Associates has internationally qualified advisors.
- Finsbury Associates is an award-winning financial advisory firm. In the past four years, it has won more than six awards. In 2022, it was recognised as the best firm in the Middle East.
- Location: 16th Floor, Ubora Tower, Business Bay, Dubai, UAE
- Opening Hours: 08:00 am to 05:00 pm (Monday to Thursday) and 08:00 am to 12:00 pm (Friday)
- Contact Information:
- Contact Number: +971 4567 4500
- Email Address: info@finsbury-associates.com
- Services:
- Saving advice for achieving goals such as buying a house
- Investment advice
- Estate planning for ex-pats and residents
- Property investment
- Saving funds for emergencies
- Finsbury Wealth for significant investments
- Google Rating: 4.8
2. AES International
Are you looking to change the game of your investments? Here comes AES International, an investment and financial advisor. The company is well-versed in family business advisory and can help you achieve your financial goals.
- Location: Level 2, Exchange Tower, Al Mustaqbal Street (Future Street), Dubai, UAE
- Features:
- Registered with Dubai International Finance Centre & UAE Ministry of Economy.
- Recognised as the pioneer of fee-based planning in the GCC region.
- Opening Hours: 08:30 am to 05:30 pm (Monday to Friday)
- Contact Information:
- Contact Number: +971 (0) 4559 4900.
- Email Address: hello@aesinternational.com.
- Services:
- Investing Capital: Advice and support in investing money.
- Protecting and Managing Wealth: Retirement Planning, Family Legacy Planning & Pensions.
- International Family Office: Property Advisory & Family Business Advisory.
- Google Rating: 4.9
3. Holborn Assets
With offices in different parts of the world, Holborn Assets lives up to its name. It helps its customers invest in and build assets. The firm is recognised for providing customised services for individual needs. In the 2023 awards, it was recognised as an International Investment Advisor.
- Location: Level 15, Al Shafar Tower 1, Barsha Heights, Dubai, UAE
- Opening Hours: 08:30 am to 05:30 pm (Monday to Friday)
- Contact Information: +971 4 457 3800
- Services: Financial Advice, Investment Advice, Attaining Citizenship through Investment, Property Advice, Wealth Management, Retirement Planning and Employee Benefits Advice
- Google Rating: 4.0
4. St. James’s Place
Book their one-to-one guidance on achieving your financial goals. St. James’s is committed to simplifying the process of funds management and investments.
- Location: Gate District, Precinct Building 3, Trade Centre, DIFC, Dubai, UAE
- Opening Hours: 09:00 am to 06:00 pm (Monday to Friday)
- Contact Information: +971 4 836 0400
- Services: Investment Planning, Retirement Planning, Business Advice, Expatriate Services & Estate Planning
- Google Rating: 5.0
5. Prinden Wealth Management
With over 12 years of experience providing top-notch financial consultancy, Prinden is a modern financial advisor. It is popular among customers due to its strategic wealth planning, where Prinden can help you become financially free.
- Location: Al Maqam Tower, ADGM, Al Mariyah Island, Abu Dhabi, UAE
- Opening Hours: 09:00 am to 06:00 pm (Monday to Friday)
- Contact Information:
- Contact Number: +971 2 816 4440
- Email Address: info@prinden.com
- Services: Financial Advice & Planning, Investment Management, Wealth Management & Succession Planning
- Google Rating: 5.0
6. Skybound Wealth Management
Skybound has a customer base of over 10,000 and manages savings of over $1 billion for its customers. The company has seven offices globally, two in the UAE, and 100+ financial advisors who specialise in wealth management.
- Branches:
- Abu Dhabi:
- Location: E19, Ground Floor, Al Wahda City Commercial Tower, Hazza Bin Zayed Street, Abu Dhabi, UAE
- Contact Number: +971 4 450 9799
- Email Address: abudhabi@skyboundwealth.com
- Opening Hours: 09:00 am to 05:00 pm (Monday to Friday)
- Google Rating: 4.3
- Dubai:
- Location: Unit 301, Opal Tower, Business Bay, Dubai, UAE
- Contact Number: +971 4 450 9700
- Email Address: dubai@skyboundwealth.com
- Opening Hours: 08:00 am to 06:00 pm (Monday to Friday)
- Google Rating: 4.4
- Abu Dhabi:
- Services:
- Financial Advice: Lifestyle Financial Planning, International School Fees, Trust Planning & Wills & Retirement Planning
- Pensions
- Savings & Investments: Lump Sum Investments, Regular Savings, Portfolio Bonds & Offshore Investments.
7. Yemnak Management Consultancy L.L.C.
Are you looking for a professional to oversee your business’s or small enterprise’s crucial financial decisions? Here comes Yemnak—Your Right Hand. They are well-known for their personalised services and focus on quality over quantity.
- Location: Office 101, Saadiyat Noon Office Building, Al Saadiyat Island, Saadiyat Marina District, Abu Dhabi, UAE
- Opening Hours: 09:00 am to 05:00 pm (Monday to Friday)
- Contact Information:
- Contact Number: +971 2 666 2830
- Email Address: contact@yemnak.ae
- Services:
- Fund Raising & Sponsorship
- Turnaround Strategy
- Financial Advisory
- Investment
- Business Valuation
- Google Rating: 4.9
FAQs
A reputable financial advisor can help you achieve your goals and financial freedom. Whether you want to invest your money or just want advice on savings, an experienced professional will undoubtedly help.
The cost varies depending on the financial advisory’s reputation, service and location. However, it typically falls in the range of 0.50% to 1.25% of the assets annually that are under their management.
Here are some key points to consider when choosing a financial advisor:
– Reputation and Reviews
– Your Needs
– Service Fees
That is our complete guide to the top financial advisors in the UAE. Finding the right one is crucial to receiving the best advice. Consult one from our list based on your needs and get expert advice to achieve your dream goals.
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