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

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Contact Number

LinkedIn Profile

Recognition

I had the pleasure to know and work closely with Brain over the last 9 years or more and still do. One of the main reasons for that is the honest feedback, good results, professionalism and the relationship developed. Even if abroad Brian will always find time to discuss, advise and... Read Full Quote

Adriana Usvat

08/10/2022

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Brian has looked after my portfolio for the past 7 years. Having always received the upmost professionalism, assistance and guidance every step of the way of our investments, ensuring the right level of service insurances are in place, we’ve a lot to be grateful for!

Andrew Gallagher

05/10/2022

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I’m referring friends to Brian Jackman, as his advise and help was essential for us to achieve financial stability. Being and expat in Dubai and facing a total different environment can be social and financial challenging. Having the chance to rely in an expert and honest... Read Full Quote

Dr. Francisco de Melo

27/09/2020

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Being a fresh face in Dubai, and inundated with requests from Financial Advisors, I chose to use the services of Brian. I have found him to be of impecable character, and very knowledgeable in his field. The service he provides is exemplary, and he not only listens to your concerns... Read Full Quote

Damon Belfield

03/01/2013

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Brian guided us with great commitment and expertise through our financial planning as newly arrived expats. He is our one stop shop for financial affairs. We can highly recommend him for anyone who would like to work with a professional who is absolute trustworthy and reliable and understands the... Read Full Quote

Michael Lefkovits

19/11/2012

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