Jay Sandhu, Chartered MCSI

Private Wealth Advisor

Starting back in 2010 as a UK Advisor out of Edinburgh. Currently Jay is based in Dubai practicing as a Private Wealth Advisor internationally.

Many years of experience has sculpted Jay into the trust worthy technical advisor he is today. He is fully qualified to give advice on various areas such as UK Pensions, Repatriation Planning, Life Insurance, Tax Structures, Retirement Planning, Property and Investments.

When Jay takes on a new client, he believes that a new partnership has formed. His expectations are for the client and advisor to work together as a team in achieving the goals set out in their financial plan.

Areas of Expertise

UK Pension Advice

Pension Planning

Retirement Planning

Tax Planning

Investment Portfolio Management

Wealth Management

Insurance & Family Protection

Complex Multi-Jurisdictional Financial Planning

Qualifications & Awards

CISI Level 4 Diploma in Investment Advice

CISI Level 4 Financial Planning & Advice

CISI Level 4 Investment, Risk and Taxation

CISI Level 4 UK Regulation & Professional Integrity

Law degree with Personal Finance – LLB (Hons)

Chartered Member of the Chartered Institute of Securities and Investment (CISI)

Regions Covered

  • Middle East
  • Worldwide