Paul Jeffreys' knowledge is impressive
Dominic Hue • AE • Feb 20, 2024
Honest, resourceful, and no-nonsense. Analysed my finances and offered guidance even when no changes were needed.
Source: Trustpilot
Independent, transparent, and entirely client-focused. Get the guide and discover how to build, protect, and transfer your wealth with confidence.
Paul Jeffreys
Founder & Chartered Wealth Manager
Transform Your Financial Future
Work directly with Paul—clear, actionable guidance.
Chosen for clarity, discretion, and cost transparency.
An inside look at how successful founders and families simplify and secure their wealth.
Comprehensive wealth strategies designed to protect, grow, and transfer your wealth with clarity and purpose.
Planning for retirement is one of the most important financial decisions you’ll make. We help you design a secure future and enjoy the lifestyle you want with complete peace of mind.
Estate planning ensures your legacy, protects your loved ones, and ensures your wishes are honoured. We provide expert guidance for thoughtful, future-ready estate strategies.
Smart investment planning is the key to growing and preserving your wealth. Whether you're building for retirement or a sustainable financial future, we craft tailored strategies.
Our holistic wealth management strategies protect, nurture, and transfer your assets in alignment with your goals and values—so your wealth works for generations.
Financial planning is the foundation of success. We help you define clear goals, manage risk, and build a personalized plan for long-term financial independence.
Whether investing in the UK or abroad, our experts help you identify high-potential properties, manage risks, and navigate tax and legal complexities with confidence.
Whether you are expanding your investment portfolio, consolidating debt, or funding a personal venture, we offer bespoke loan solutions that meet your unique needs. Our access to a variety of loan products ensures flexibility, and we take the time to find the most cost-effective option, minimising interest costs and maximising your financial freedom.
Unlock new opportunities for yourself and your family through citizenship by investment. Our team helps you explore global programs that offer second citizenship in exchange for qualified investments. From expanding travel freedom to enhancing tax benefits, we guide you through the entire process to ensure you make the most of this valuable strategy.
For business owners and entrepreneurs, establishing the right company structure is key to optimising tax efficiency and safeguarding wealth. We provide expert advice on company formation, restructuring, and succession planning to help you build a foundation that supports long-term growth. Whether it’s a simple structure or a complex multi-jurisdictional set-up, we craft solutions that meet your operational and financial goals.
As part of our specialised services, we offer access to private equity opportunities designed to drive significant returns. For clients seeking to diversify their portfolios beyond traditional markets, our expertise in private equity can help you identify and invest in high-growth companies, ensuring you capture the full potential of this asset class.
Independent, discreet, and calm. Real words from clients across Dubai and globally.
Dominic Hue • AE • Feb 20, 2024
Honest, resourceful, and no-nonsense. Analysed my finances and offered guidance even when no changes were needed.
JSeaTravel • AE • Feb 20, 2024
Incredibly trustworthy with fantastic all-round knowledge that enables appropriate advice.
Graham Hooley • GB • Feb 15, 2024
Exceptional advice delivered professionally and diligently—guided me in the right direction.
Heng Hooi Low • MY • Feb 20, 2024
Very helpful and professional so far—concise, practical support.
B D • ET • Feb 21, 2024
Availability, articulation, and responsiveness stood out from first contact through the meeting.
Saville Neil Francis • TH • Feb 21, 2024
Listens carefully, recommends appropriate instruments, and balances risk with sensible structure.
Seyi Oshibolu • GB • Mar 7, 2024
Professional, responsive, and helpful—treats every case with care and reasonable advice.
Paul Stevens • SA • Mar 8, 2024
Sound investment and economical guidance; focuses on reducing fees and maximising returns.
