Stacey's Profile

 
5 / 5 (2 reviews)
Stacey Arcus DipPFS
Private Client Adviser & UK Pension Specialist
PWS - Prestige Wealth Solutions (independent)
An ethical and experienced UK qualified financial adviser with 17 years in financial services in the UK and overseas. Holding AF3 qualification, I provide advice on UK pension transfers, retirement planning and other investment requirements. I listen to your needs/concerns/requirements and tailor bespoke solutions to suit. Operating throughout the Middle East and Europe.
Advises clients with 100K +
< 100K 100K + 250K + 500K + 1M +
 United Arab Emirates
 Spain
 Italy
 Germany
 Netherlands
 Turkey
FREE
Initial Consultation

An ethical professional with 15 years’ experience in the UK and international financial services sector. Possessing high level knowledge of products, international tax, regulation and investment strategies and works hard to provide a high-quality, client-driven service.

Qualified in the UK and experienced in dealing with High Net Worth individuals, corporate entities and structuring investment portfolios in a tax efficient, risk appropriate, diversified manner. I also hold the AF3 advanced pension specialist certificate allowing me to analyse and deal efficiently with transfers from UK pension schemes.

Areas of expertise:

UK Pension transfers
Qualifying Recognised Overseas Pension Schemes (QROPS)
Lump sum investments
Discretionary portfolio management
Retirement planning
Tax-efficient savings & investments
Education Fee planning
Regular Savings
Tax and Trust Planning

Qualifications

Financial Planning Certificate - FPC1, 2 & 3
Chartered Insurance Institute
United Kingdom
 
Savings & Investments - SV1
Chartered Insurance Institute
United Kingdom
 
Investment Principles, Markets & Environment - J06
Chartered Insurance Institute
United Kingdom
 
Pension Income Options - J05
Chartered Insurance Institute
United Kingdom
 
Long Term Care Insurance - CF8
Chartered Insurance Institute
United Kingdom
 
Pension Funding Options - J04
Chartered Insurance Institute
United Kingdom
 
Advanced Pension Planning - AF3
Chartered Insurance Institute
United Kingdom
 
Investment Management & Advice
Charted Financial Analyst Institution
United Kingdom
 
Diploma in Financial Planning
Chartered Insurance Institute
United Kingdom
 

PWS is a truly independent global financial advisory firm. This allows us to listen to our clients and create bespoke, tailored financial solutions to meet the needs of individual clients and their families. We believe in quality over quantity having grown with a team of cherry picked advisers who bring with them a wealth of onshore and offshore experience. We are a service driven company who place a high level of importance on regularly meeting with clients to ensure their money is working as hard as possible for them, in line with their goals and adapting when changes in circumstances occur.

Emaar Business Park, Building 3
Office 501, PO Box 74650
Dubai, United Arab Emirates
Operates in:
 United Arab Emirates
 Spain
 Italy
 Germany
 Netherlands
 Turkey
Regulator Name: Insurance Authority (IA)
Regulator Website: http://www.ia.gov.ae/en
Company Regulatory Reference Number (CRRN):
Personal Regulatory Reference Number (PRRN):

Operational countries

Country
Regulator ID
CRRN
PRRN
United Arab Emirates
Spain
Italy
Germany
Netherlands
Turkey
 

2 Reviews from clients

Average 5 out of 5 (2 reviews)
 
Ray A -  Oct 12, 2016 -  United Arab Emirates
 
5 out of 5
"Stacey has recently taken over as my Relationship Manager and is a breath of fresh air to deal with. She is ethical and courteous and is very responsive to my queries or requests and provides data and information quickly without any need to follow up. She provides meticulous research and advice to suit my requirements, and I know that she puts my goals and needs above all else which has built a foundation of trust between us. "
Terry D -  Oct 19, 2016 -  United Arab Emirates
 
5 out of 5
"Having know Stacey for a number of years, I can, with confidence, say that there are very few Advisers like her. She consistently impresses me with her professionalism, knowledge, commitment, drive and strong moral compass. As a specialist Wealth Manager with a focus on International Retirement Planning, her approach truly reflects the high standards that should be expected from someone in this profession. Her wealth of knowledge and experience allows her to provide first class advice to clients. I have and will continue to recommend Stacey to both individual and corporate clients as I know she will always do right by them."