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Expat Wealth Care is an independent brand created and operated by Stefan Terry. We provide advice and guidance on the topic of financial planning, solely focussing our strengths on the Middle Eastern market. Stefan has been advising clients in this region for over 7 years and Stefan’s support team has carefully been selected to ensure that customer satisfaction is kept at the highest level throughout the relationship with our company.
Expat Wealth Care is a Globaleye operated enterprise, and as such, we are licensed by the UAE Insurance Authority and registered with the Ministry of Economy and Department of Economic Development and under UAE Federal Law (8) of 1984.
We provide advice to expats and locals in the UAE, with all aspects of tax efficient savings and financial planning to ensure that time spent in the UAE is time well spent from a financial point of view.
Typically we help individuals and families with retirement planning, education fee planning, life cover, critical illness cover and medical cover and we partner with companies such as Zurich International Life, Standard Life, Royal Skandia, Friends Provident International, Generali International and Royal London 360.
Stefan has been working in the Middle East since 2007. His very thorough and meticulous methods of client management and his breadth of knowledge in the offshore investment market has developed his client base at an incredible rate. His superior work ethics along with his professionalism and his knowledge are all traits that his clients always praise.
Stefan enjoys providing financial planning and offshore investment management expertise to private clients in and around the Middle East. Stefan’s client’s range from typical expatriate families to ultra-high net worth individuals and corporate clients.
Stefan studied at a UK University and obtained a 2:1 in BSc (Hons) in Business IT & Finance. Furthermore, Stefan is a member of The Personal Finance Society and The Chartered Insurance Institute (CII) and he has obtained an International Financial Planning qualification with the CII (The CII Award).
Personal Honour & Awards
The International Financial Planning Award (FSA Approved) – The Chartered Insurance Institute (CII)
The Top 1% most viewed Linked In profile of 2012 – Linked In (www.linkedin.com)The Valedictorian Award – Bournemouth University Graduation