Rebecca Ellis, FPFS

Head of Advice

Rebecca has acquired a wealth of knowledge within the international financial planning industry, which is backed up by her industry qualifications.

Rebecca is a chartered financial planner and a fellow of the Personal Finance Society, with the highest level of qualification in the UK.

She graduated with a first-class honours degree in financial services. Since moving to the Middle East eight years ago, she has assisted expats with their financial planning needs.

Rebecca provides expert guidance and technical support to AHR Group clients and her colleagues, focusing on retirement planning, tax planning and repatriation needs.

Rebecca is able to articulate complex financial planning into simple and understandable information for clients.

Areas of Expertise

Pension Analysis, Advice and Management

Pension Planning

Retirement Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Tax Advice

Tax Structuring

Tax Planning

Wealth Management

Private Client Wealth and Estate Planning

Complex Multi-Jurisdictional Financial Planning

Education Fee Advice & Planning

High Net Worth & Ultra High Net Worth

Qualifications & Awards

Chartered Financial Planner Fellow of the Personal Finance Society

Regions Covered

  • Worldwide