Lee Carey, Chartered MCSI, CeMAP, BA(Hons)

Private Wealth Director

Lee is an experienced and highly qualified Private Wealth Director based in Dubai, UAE. Lee takes a holistic approach towards wealth management ensuring protection and succession planning are in place before managing savings and investments.

His customer centric approach allows him to engage with a diverse range of clients including company directors, business owners, doctors, as well as families wishing to save for and protect their future.

Lee is an accomplished and professional private wealth manager and has been advising clients in the offshore market since 2010.

Lee specialises in HNW Private Banking and comprehensive retirement planning solutions. His qualifications and depth of knowledge and experience enables Lee to provide professional, bespoke solutions for his clients.

Areas of Expertise

• Pension Analysis, Advice, Management

• Superannuation Analysis, Advice, Management

• Retirement Planning

• Pension Planning

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Succession Planning

• Tax Planning

• Tax Structuring

• Tax Advice

• Wealth Management

• Investment Portfolio Management

• International Savings & Investment Options

• Investment Review

• Private Banking Advice

• Property Portfolio Advice

• 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

• Cashflow Forecasting & Modelling

Qualifications & Awards

CISI Investment Advice Diploma

BA (Hons) International Business Studies

CeMap

Regions Covered

Worldwide

Send Email

Contact Number

LinkedIn Profile

Lee is working for me as a financial advisor since 6-7 years. He has always provided me with good and well researched advice and is very fast and responsive on every query or request I might have. He also provides me proactively with customized and valuable information on potential... Read Full Quote

Martin Berlin

13/06/2021

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I first met Lee back in 2014. I had been researching the transfer of my pension funds into QROPS and had experienced a number of meetings with some of his competitors and been totally unimpressed. Lee came across as different, more personable, more interested in providing a personal service, with a... Read Full Quote

Ian Luke

19/08/2020

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Lee has been my financial advisor here in the UAE for a number of years and has always given good advice as well as being proactive about recommending switches in investment strategy, He provides strong personal customer service and takes time to build a good relationship with his customers... Read Full Quote

D Mark Cowley

17/08/2020

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I have know Lee for about 3 years, and he has given me sound advice during this time. He is always willing to help his clients out, giving them a good level of confidence. He is very knowledgeable about insurance policies & investments and will present you with options that suit your needs. I would... Read Full Quote

Sanjay Jagtap

22/11/2020

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Lee has provided financial management to our family for over 7years. During that time his professionalism has been ever present. He is knowledgeable, easy to deal with and, most importantly genuinely interested in us as individuals. His understanding and humanity is a rare combination and very much... Read Full Quote

Jade Bescoby

29/03/2021

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