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George Stainton, MSCI

Private Wealth Director

George started his career in Financial Services in 2011 when he began as a Junior stockbroker at a London-based, private client brokerage.

During his time at the Brokerage, he studied for his advisory exams and became fully qualified to give advice a few years later.

George then moved to Abu Dhabi in 2017 to work for an international wealth management firm and began advising clients globally.

George is now a Chartered Member of the Institute for Securities and Investments and has Pension Transfer Specialist status in the UK. He also has the qualifications to give advice worldwide through Fasea, Finra, and CISI.

Areas of Expertise

• Pension Analysis, Advice, and Management

• 401K Analysis, Advice, and Management

• IRA Analysis, Advice, and Management

• Superannuation Analysis, Advice, and Management

• Retirement Planning

• Pension Planning

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Succession Planning

• Tax Planning

• Tax Structuring

• Tax Advice

• Wealth Management

• International Savings & Investment Options

• Investment Review

• Insurance & Family Protection

• Education Fee Advice & Planning

• High Net Worth & Ultra High Net Worth

• Complex Multi-Jurisdictional Financial Planning

• Cashflow Forecasting & Modelling

Qualifications & Awards

Chartered MSCI

UK CISI Level 6 Pension Transfers and Planning

UK CISI Level 4 Investment Advice Diploma

USA Series 65 Exam

European Maltese Financial Regulations

UAE CISI Rules and Regulations

Australia RG146 in Insurance, General Knowledge, SMSF and Superannuations

Australia FASEA Financial Adviser Ethics

Chartered Institute for Securities and Investment

Regions Covered

  • Middle East
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