Robert Barfield, Chartered - FCSI

Private Wealth Director

Robert is a career financial planner, having over 17 years of total advisory experience. Well established in the UAE having been in the region since 2013.

Robert has clients all around the world and is committed to working with his clients to create long term relationships, building holistic and robust financial plans.

Robert is a Chartered Fellow through the Chartered Institute for Securities and Investments (CISI), having originally becoming a Chartered member in 2015.

Although Robert’s clients would testify to the importance of having a highly qualified professional adviser, many would tell you his straightforward and honest approach to financial planning is the cornerstone of a trusted long term relationship.

Areas of Expertise

• Pension Analysis, Advice, Management

• Inheritance Tax Planning

• Investment Portfolio Management

• Investment Review

• Insurance & Family Protection

• Private Client Wealth and Estate Planning

Qualifications & Awards

Private Client Investment Advice Management - Level 6

Portfolio Construction Theory in Wealth Management - Level 7

CeMap

DipFA

Chartered Fellow CISI

Portfolio Construction Theory in Wealth Management

Regions Covered

Middle East

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Contact Number

LinkedIn Profile

Recognition

Robert is a conscientious and ethical advisor. He is thorough in his research and keeps his clients' best interest at heart. Robert has a holistic approach to investment, keeping the bigger picture of strategic goals in perspective. Having lived for more than 25 years in Dubai, I... Read Full Quote

Stefan Tonchev

12/10/2021

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Rob had provided me with tailored, honest, incisive advice for the last five years. I am so grateful to have someone I can trust to call on when I need advice - he's always responsive and always has his finger on the pulse.

Loretta Ahmed

06/02/2021

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Myself and my wife have worked with Robert for around five years now. Having used previous financial advisers, we've found Robert easy to deal with, upfront, honest, clear and trustworthy. I feel he's always looking out for our best interests and delivers information in a clear and... Read Full Quote

Neil Laird

09/10/2020

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I have worked with Robert Barfield - Rob - for almost three years focusing on rationalising my overly complex Investment portfolio. Rob is an established and successful investment manager with a comprehensive understanding of the markets, who is able to simplify the often complex and opaque... Read Full Quote

Brian Glover

10/09/2020

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I have known Rob as a financial adviser for approximately 8 years now and always been impressed by the way he wants to do things right. As an ex financial adviser I trusted him with some of my savings and I have been very impressed by his honesty and his willingness to listen to my... Read Full Quote

Paul White

26/10/2020

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