Managing pensions, investments and protecting wealth, tax efficiently
Helping you obtain a brighter, securer future with proper financial planning
About JAY
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Background
What The Future Holds
Emotionally Driven
Originally from Glasgow, Scotland however now living and working in Dubai, UAE. Advising clients from around the world on their pensions, tax and investments. I have experience in UK financial services, business and property, both residential and commercial.
Emotionally Driven
What The Future Holds
Emotionally Driven
I believe in Karma and doing good in the world. This shines through well in my career as a Wealth Advisor. Helping my clients achieve their financial targets is what I strive to achieve daily. With my competitive nature, I always want to be the best and this is why I am so passionate about the service I provide.
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What The Future Holds
What The Future Holds
What The Future Holds
I care about what I do, therefore the long term plan is to build solid relationships with my clients and continue my professional development. Ensuring we hit the goals and targets set out along the way.
Jay's technical team
Darren Jones
Rebecca Ellis
Rebecca Ellis
Practice Areas
Taxation, trust planning, retirement planning and investment solutions.
Practice Description
Darren focuses on pensions, taxation and trust planning for clients of various nationalities but specialises in solutions or those with a UK connection. Inheritance tax avoidance for the UK domiciled, tax planning for the returning UK expatriate, as well as estate planning through the generations, are areas of particular expertise.
Professional Affiliations
Darren is a member and associate of the Personal Finance Society and the Chartered Insurance Institute, the recognised professional bodies for financial advisers in the UK. He is also a full member of the Society of Trust and Estate Practitioners and holds a B.Sc. in Management with Trusts and Estates from the University of Manchester.
Education
A B.Sc. in Management with Trusts & Estates, Advanced Diploma in Financial Planning, Associate of the Personal Finance Society and Trust and Estate Practitioner.
Rebecca Ellis
Rebecca Ellis
Rebecca Ellis
Practice Areas
Taxation, trust planning, pensions and investment solutions.
Practice Description
Rebecca works with clients of many nationalities but specialises in solutions for individuals with a link to the UK. In addition, Rebecca provides technical advice and analysis on UK pension arrangements for those who have worked in the UK at some point during their career. Rebecca also specialises in inheritance tax planning for individuals
with a UK connection, and tax planning for the returning UK expatriate.
Professional Affiliations
Rebecca has achieved the highest level of qualification obtainable from the Personal Finance Society, which is Fellowship, and is also a Chartered Financial Planner. Rebecca is a member of the Personal Finance Society and the Chartered Insurance Institute, the recognised professional bodies for financial advisers in the UK.
Education
First class honours degree in Financial Services, Planning and Management, Advanced Diploma in Financial Planning and Chartered Financial Planner status.
Tom Elliott
Rebecca Ellis
Tom Elliott
Investment Strategist
Tom Elliott uses his 25 years experience in the financial sector to help explain and discuss, with the Group’s clients, the
economic and political influences that drive capital markets.
Investment Strategy
Tom is a fan of the core/satellite approach to investing, whereby the bulk of a portfolio is invested in good quality core multi-asset investments that are held for the long-term, while a small portion of the portfolio is used to take short, tactical positions in the markets.
Professional History
Tom worked as a strategist on the global multi-asset desk at JP Morgan Asset Management. From 2006 until leaving in 2013, he was head of the UK Guide to the Markets Team, which focused on high-level investor communication. He left JP Morgan Asset Management as an Executive Director, after 18 years with the firm.
Education
Tom has an MSc in Economic History from the London School of Economics. He has been a visiting lecturer in the department of political economy at King’s College, London since 2015.