Financial Expert | Business Excellence | Growth Expert
Mike is an award-winning financial expert and a well-known leader in the financial industry.Having taken two of his previous firms to Chartered Status in the UK and also achieved the prestigious National IFA of the Year Award – Highly Commended.In addition, Mike is a well known Independent Financial Adviser and Money Coach. Qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Founding Fellow of the Institute of Sales Professionals (FF.ISP), a Fellow of the Institute of Directors (FIoD) and featured as a highly qualified Financial Adviser in Which Financial Adviser.

Helping you towards your goals

shareholder protection

Shareholder Protection

The importance of shareholder protection is often overlooked. Insuring the shareholders of a business is critical for business continuity planning. Think about it, what would happen if a shareholder of your business suddenly died – what will be the implications for you and the business? Contact Mike, an experienced financial advisor in UAE, to learn more.

key 2

Keyman Insurance

Many people insure their homes, cars and lives, but when in business you may not always see the importance of insuring the keyman of your firm. Losing a key player to critical illness or even death would be a critical time for your business and will most probably suffer tragic changes in dynamics.

piggy bank blue

Business Loan Protection

Investing, upgrading and expanding are all key areas to a successful business, so more often than not, and especially SMEs, business loans are taken out to allow the next growth phase. But, what happens if a shareholder unexpectedly died – you lose a % of the loan covered, as this would now fall on the remaining shareholders. Protecting any business loan is, simply put, a smart decision.

workplace education

Workplace Education

Providing your employees benefits will always help with retention. One of the most important benefits is education, development and progression. Simply allowing learning webinars, workshops or mentoring in the workspace is a great benefit for most people and will increase your employee happiness.

Gratuity Liability

Gratuity Liability

Remember – in the UAE, gratuity applies!! It is a cost that increases over time, and can often be a surprise to employers, and then find themselves having to dip into cashflow to cover this. Understanding your liability towards gratuity and subsequently planning financially for this could save a lot of unexpected costs and cashflow hits.

Will Service

Group Saving Schemes

Another great benefit for your employees is to commence a group savings scheme where employees can opt in/out and commit to saving and amount or a % of their monthly income for future goals. Encouraging employees to save money, commit to a goal and allowing them to do so in a trusted environment is a great benefit.

group life insurance

Group Life Insurance

Life insurance is so important when it comes to financial planning. Having employers encourage this and put into place for all employees would help a lot of families in tough situations. Understanding the importance of insurance is essential, and putting this in place within your workplace is a strong benefit.

corporate investment

Corporate Investment

For those companies that are wealthy in cashflow should have their money working at all times. Keeping back an amount for essentials and/or emergencies is the basic financial planning for corporates but anything over this should be invested appropriately. There are great investments that a short to medium term that are appropriate for any cash just “lying around”.

seminar programme

Seminar Programme

Seminars are a great way of getting people together and providing them the opportunity to learn and develop in both their current roles and their careers. Having an annual seminar programme in place where employees can opt in/out and attend those relevant to them is a great way of showing commitment to your people.

Ready to Start a Conversation?

Book a Discovery Meeting