Graham Bentley, FAIQ, CISI, Series 65

Private Wealth Director

With 18 years of experience in the offshore Financial planning space Graham specialises in wealth management and financial planning for HNW individuals focusing on tax-efficient investment solutions and strategies. Graham has managed large Financial Advisory services in Abu Dhabi, Qatar, and India.

With a deep understanding of financial markets and holistic investment strategies, Graham has helped many clients through careful planning and wealth management. He is also well-versed in global economic trends and is based in Dubai providing valuable insights and guidance to clients with cross-border estates.

Areas of Expertise

Pension Analysis, Advice, Management

401K Analysis, Advice, Management

IRA Analysis, Advice, Management

Retirement Planning

Pension Planning

Inheritance Tax Planning

Succession Planning

Tax Structuring

Wealth Management

Investment Portfolio Management

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

Cashflow Forecasting & Modelling

Qualifications & Awards

CII AWARD IN Financial Planning

CISI the United Arab Emirates Financial Rules and Regulations

CISI Award in International Financial Planning

Finra Series 65

Regions Covered

  • USA
  • South America
  • Europe Excluding UK
  • Middle East
  • Africa
  • Asia
  • Worldwide