Hamzah Shalchi Profile

Senior International Financial Planner

HMZ3B

 

Hamzah is an experienced International Financial Planner and has been situated in the Middle East now for the last five years. Hamzah specializes in providing all aspects of financial planning for expats as well as tax planning for UK expats. He also spends a large percentage of his time providing pension advice. Including the unfreezing of UK Pensions (SIPPS and QROPS). Other areas include Life Insurance, Education Fee Planning and Offshore Investments. Hamzah is known for guiding individuals to achieving their financial goals in a strategic and safe manner.

 

What Hamzah has to say 

 

“I am extremely passionate about what I do as I know that with the correct advice I am truly helping individuals and families alike plan for their future. I work with people throughout their lives to make sure that they have money available when they need it and that they are planning ahead for major events in their lives such as retirement, buying properties, getting married, educating their children and ultimately succession and inheritance planning. I also make sure that families are protected with the right levels of cover, that your money is in the right place at the right time and that it’s growing ahead of inflation.”

 

I am available to answer your financial queries and also for free consultations on matters that may be concerning you regarding handling your money offshore.

 

Please feel free to contact me at: 

 

Email: Hamzah.shalchi@gwm-intl.com

Telephone: +971 (0) 44 50 9710

Mobile: +971 (0) 56 735 8399

 

About Guardian Wealth Management 

 

Guardian Wealth Management specialises in providing independent financial advice and planning for expatriates and international workers throughout Europe and the Middle East. Founded in 1993, we have grown our client base through good reputation, good service and referral. We are a leading Financial Advisory Company, regulated in multiple jurisdictions worldwide, yet we offer the personal touch of a small business combined with the professional expertise of a wide network of qualified financial planners.

 

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“What do Hamzah’s clients have to say”

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Antonio-CeciAntonio Ceci 

Senior Architect – Sustainability Project Manager LEED Green Associate, ESTIDAMMA PQP 

Hamzah is an objective and straight-forward financial advisor who provides holistic advice and a planning based approach in his recommendations. He is approachable, effective and responds promptly to inquiries. He is knowledgeable in the market and has provided us the right information that has helped us to decide the investment portfolio that best suits our requirements.

February 1, 2014

 

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Chris-LakeChris Lake 

Operations Director at XL 

As a results driven consultant and trusted advisor Hamzah must rank as one of the best in the market. In combining local and regional knowledge, subject matter expertise and a highly personable approach to business, he represents great value within the financial services sector. Hamzah has – and will continue – to come highly recommended.

December 17, 2013

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Daniel-PerrittDaniel Perritt

Deputy CFO at Sheikh Khalifa Medical City – SEHA

Hamzah is a very knowledgeable financial advisor and provided personal financial guidance/instruments that have saved me substantial sums of money. He has helped me reduce my risk profile whilst still returning above average returns. He continues to keep in touch with me about my portfolio instead of disappearing after the initial sale. I highly recommend Hamzah for his services and expertise and I have recommended him to several of my colleagues.

December 28, 2013

 

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Sarah-DuffySarah Duffy 

Head of Training, Gulf & Near East Region GlaxoSmithKline

I have no hesitation in recommending Hamzah to others seeking financial advice. He is very professional, extremely approachable and manages to make conversations around financial planning kind of interesting. He has always been very knowledgeable around the topics we have discussed and very prompt at following up on any actions.

September 2, 2012

 

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Personal references

 

Derek C J Gemmell  Generali

Regional Director – Middle East and Africa Mob: +971 (0)50 246 9590

 

Shah Mohammad - Friends Provident

Regional Sales Manager (Middle East)

Mob: +971 (0) 50 675 9167

 

Ben Moxon  Skandia International

Area Manager (Middle East) Mobile +971 (0) 50 600 6362

 

Phil Mayers  Emirates NBD

Emirates NBD Asset Manager

Mobile +971 (0)56 130 1362