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