Graeme Field, MCSI, ACII, ACIB, APFS

Private Wealth Director

Graeme has spent over 35 years in the Banking and Finance Sector covering a variety of roles including Corporate Manager with Lloyds Bank, Corporate Financial Planning Manager with Barclays, Independent Financial Adviser with HSBC for 9 years before taking over the management of the team as Area Manager in 2010.

His career brought him to UAE in 2013 as a senior manager with HSBC before moving into the global Independent Financial Advice market.

Graeme holds the coveted Chartered Financial Planning status, the highest level of qualification in the UK, which puts him in an ideal place to advise on more complex financial planning arrangements.

Married with 2 grown-up sons, Graeme enjoys all sports, especially golf, and loves international travel. He splits his work time between Spain and Dubai and has clients in all corners of the globe.

Areas of Expertise

Pension Analysis, Advice, and Management

Retirement Planning

Pension Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Tax Planning

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

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

Qualifications & Awards

Chartered Financial Planner, Cii Level 6 (ACII)

Associate of Chartered Institute of Bankers (ACIB)

Chartered Association of Personal Financial Society (APFS)

Chartered Institute for Securities and Investments (CISI)

AF5 Advanced Financial Planning Process

G60 Pensions - CII

Regions Covered

  • Middle East