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



Chartered Fellow CISI

Portfolio Construction Theory in Wealth Management

Regions Covered

  • Middle East