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Paul Callaghan

Private Wealth Director

Paul has worked for the company for the last 7 years. Paul specialises in working with British and Australian senior executives and lawyers currently living outside of their home country.

Paul provides his clients with cross-border financial planning that takes into account tax, currency, and legal implications. This is provided not only for the country in which they currently reside but also where they are likely to reside and settle in the future. Paul will take time to understand you and your family’s unique set of circumstances, attitudes to money, and financial and life objectives. He will then formulate a strategy and work with you to achieve these objectives with the aim of securing a lifetime client relationship with you.

Areas of Expertise

• Retirement Planning

• Inheritance Tax Planning

• Succession Planning

• Tax Structuring

• Investment Review

• Insurance & Family Protection

• Private Client Wealth and Estate Planning

Qualifications & Awards

CISI RQF Level 3 in Financial Planning

Regions Covered

  • Europe Excluding UK
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Paul has a wealth of knowledge which he provides in a simple and easy manner in a way that a layman understands. He has helped to build our portfolio to make it robust and ensure we receive good returns.

Usman Muhammad

30/08/2021

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Paul has been our (my wife and I) wealth advisor for the past few years, we moved to Paul after he came out to the region from the UK where we knew him previously. Paul has provided us advice after we were wrongly advised on our wealth management when we first moved here, since taking on our... Read Full Quote

Matthew Jackson

31/01/2019

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After two bad experiences with other financial advisors in the Middle East, our experience with Paul has been overwhelmingly positive since we engaged him a few years ago. His fee structure is aligned to the success of our investments, not how much we invest. His approach has also... Read Full Quote

Ben Cowling

01/01/2023

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