fbpixel

We live and work in the M.E.N.A. Region



Welcome to Guardian Wealth Management

Middle East & North Africa

From our offices in the UAE, Guardian Planners reach into the majority of surrounding countries, delivering regulated financial advice to you throughout the Middle East and North Africa.

With a long history of providing advice in the region, Guardian Planners understand the local problems faced by resident ex-pats and the difficulty in finding safe havens for your money.

All of our Senior Planners are qualified to at least CISI Level 4 and many CISI Level 6 and above, ensuring you get only the best, regulated advice.

Guardian Wealth Management opened our Middle East head office here in Dubai in 2009 and are helping thousands of clients achieve their dreams for the future.

Hamzah Shalchi manages our MENA operations and has over 8 years of experience in global financial advice having lived in the region for over 7 years. The Middle East is a fast growing region and has seen a vast influx of expatriates over the past decade, however it is not a ‘one shoe fits all’ approach to financial planning, as every area and every client is very different. From offices in Dubai and Abu Dhabi, Guardian is well placed to deliver advice to surrounding territories as well as parts of North Africa.

Living in the MENA region can bring many benefits but equally many challenges. Things many people take for granted such as pensions and education as well as healthcare and insurance can often be difficult to source and many expatriates do not feel confident investing too heavily in local financial institutions. Our local team can talk through the pitfalls and options available to you so that you can make the most out of your time in MENA.

When you’re living in the MENA region you must be aware of how local regulation, laws and customs can affect your financial planning. Wills, for example, may not be recognised in some jurisdictions, instead relying on Sharia Law for the distribution of your assets following death. Insurance policies sourced in Europe are also unlikely to cover you in the more remote areas, so it really is vital to get proper advice from people who live and work in the region.

Don’t take our word for it - What our clients have to say

“Hamzah is an extremely motivated and hard working financial planner. He is a true professional that goes out of his way to ensure that his clients are serviced on a regular basis. I would recommend Hamzah to anyone who is looking for impartial financial advice.”

Georgios Oikonomou MEng, PMP, ICIOB

Paul is a consummate professional; extremely articulate; analytical; hard working and service-oriented. I would recommend Paul implicitly, for any individual seeking financial advice and guidance. 

Shaun Taylor

Even when my objectives changed, GWM was there to walk me through it. I have recommended GWM to several friends and they all happy. I would recommend GWM to anyone that wants to achieve their objectives and have someone there to help them.

Kenneth Perry, CEO

If you are working in the M.E.N.A. region and would like some jargon-free, independent help to get your finances in order then please get in touch and we’ll see if we can help.

Call +971 4450 9700 or get in touch via Email HERE


© 2017 Guardian Wealth Management