Paul Borg, ACSI

Private Wealth Adviser

Paul is now a seasoned financial expert with over 12 years’ experience in the financial services industry, 3 years in London and 9 years based in Dubai helping expats design and execute their bespoke financial plan.

Although Paul is a truly holistic financial adviser, his areas of specialist expertise are UK pension transfers and high-net-worth tax planning.

He prides himself on his reputation of being personable but professional approach and always going above and beyond the normal call of duty.

As a serving Royal Marine Reservist since 2011, integrity, honesty, accountability and attention to detail is the foundation of everything that Paul does.

Paul is a member of the UK’s Chartered Institute for Securities and Investments, he is constantly adding to his professional qualifications and learning through continual professional development.

He currently holds level 4 certificates in financial planning and advice and UK ethics and integrity.

Areas of Expertise

Pension Analysis, Advice, and Management

Superannuation Analysis, Advice, and Management

Retirement Planning

Pension Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Tax Planning

Tax Advice

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

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

Complex Multi-Jurisdictional Financial Planning

Cashflow Forecasting & Modelling

Qualifications & Awards

Chartered Institute for Securities and Investments

CISI Level 4 Financial Planning and Advice

CISI Level 4 UK Regulation and Professional integrity

CISI Level 3 International Wealth and Investment Management

CISI Level 4 Certificate in Paraplanning

CISI Level 4 Diploma in Investment Advice

Regions Covered

  • Middle East