Bob Symons, MSCI

Private Wealth Director

Bob has been working in the Wealth Management and Banking Industry since 1990. He is an active member of the Chartered Insurance Institute and the Chartered Institute for Securities & Investment, being one of their Chartered Members.

Bob started in financial services in 1990, initially with a UK bank, then joined a large UK IFA in 1997, specialising in Portfolio Management, Inheritance Tax and succession planning.

Bob moved to the UAE in 2003 where he has built an enviable reputation as an accomplished adviser. Working in key areas of wealth accumulation, management, and tax mitigation strategies for his globally mobile clients.

Prior to joining AHR Group, Bob was a Founding Partner in another successful advisory firm in the UAE.

Bob joined AHR Group in December 2019 bringing extensive knowledge and experience to the company. Bob also works in the UK through Arlo UK (part of the AHR Group).

Areas of Expertise

• Pension Analysis, Advice, and Management

• Pension Planning

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Succession Planning

• Tax Planning

• Tax Structuring

• Wealth Management

• Investment Portfolio Management

• International Savings & Investment Options

• Investment Review

• Property Portfolio Advice

• Insurance & Family Protection

• Education Fee Advice & Planning

• High Net Worth & Ultra High Net Worth

• Private Client Wealth and Estate Planning

• Complex Multi-Jurisdictional Financial Planning

• Cashflow Forecasting & Modelling

Qualifications & Awards

Chartered Insurance Institute Level 4 Diploma in Financial Planning

EFPA European Financial Adviser

Financial Analyst (UAE)

Diploma Member Personal Finance Society

Diploma Member Chartered Insurance Institute

Chartered Member Chartered Institute for Securities & Investment

UK Taxation & Trusts (CII)

International Investment Management (CII)

Regions Covered

Middle East

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Contact Number

LinkedIn Profile

They say that trusted word of mouth referrals are worth their weight in gold. I can say with hand on heart that being referred to Bob Symons by a trusted colleague was definitely worth a few gold bullions. We were looking for someone professionally qualified, a member of a... Read Full Quote

Julie Lewis

15/11/2020

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Bob is a trusted and dilligent advisor who has gone out of his way to support me both on a business and a personal level. I would have no hesitation to recommend Bob to anyone who requires sound and reliable financial services.

Billy Harkin

01/06/2011

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I have been a client of Bobs for the last 18 years. We have certainly been through some financial ups and downs over the years but always managed to outperform the markets. Bob has become a friend over the years and always acts with professionalism and integrity. I would highly... Read Full Quote

John Fish

08/07/2020

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I am very careful when it comes to accepting financial advice from anyone. It took me a number of years of knowing Bob before I became a client of his and he has now been my financial advisor for about 10 years. During that time I have found him to be very straightforward to deal with always... Read Full Quote

Paul Smith

09/07/2020

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I’ve known Bob for a long time.. during this time I’ve have learnt two things.. firstly Bob is a below average golfer, but more importantly he is an exceptional private wealth advisor.. I would happily recommend Bob to anyone considering a change in their current portfolios or just starting out.

Mark Jolliffe

08/07/2020

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