Brian Jackman

Private Wealth Director

Brian started his career in banking in the UK as an FX trader and was transferred to Canada where he worked in various positions ending up as assistant Vice president of commercial loans.

Brian started his financial services career with Canada Life and went on to start his own brokerage financial planning company that had over 3,000 clients and assets under management of over Can$260 million.

He sold his company in 2000. Brian has since traveled and lived in Europe and Asia and has been settled in the UAE since 2011. He has successfully developed a practice of HNW clients who rely on him for their investment portfolio advice.

Brian is a member of the Chartered Institute of Securities and Investments.

Areas of Expertise

Pension Analysis, Advice, and Management

Retirement Planning

Pension Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

Private Banking Advice

Property Portfolio Advice

Insurance & Family Protection

High Net Worth & Ultra High Net Worth

Private Client Wealth and Estate Planning

Qualifications & Awards

CISI level 3

Regions Covered

  • Europe Excluding UK