Lewis Paterson Mlibf Dipfa
Wealth Management Advisor @Hoxton Wealth
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WORK HISTORY
Wealth Management Advisor @Hoxton Wealth
Dubai, AE
EDUCATION
LIBF
DipFA - Financial Services, Regulations and Ethics
The Chartered Institute for Securities & Investment (The CISI)
Level 3 Certificate in Wealth and Investment Management & UAE Financial Rules and Regualtion , Finance, General
LIBF
DipFA - Advanced Financial Advice
SKILLS
ABOUT LEWIS PATERSON MLIBF DIPFA
I specialise in helping clients navigate complex, international financial landscapes. As a UK-qualified advisor, I offer personalised strategies tailored to individuals, particularly expatriates and professionals transitioning into retirement across the UK, Europe, the GCC, and beyond? I primarily work with:1⃣ Senior Executives and Professionals - Across a diverse range of sectors and industries2⃣ Expats - Especially those based in the UAE, Saudi Arabia, Qatar and Europe3⃣ Clients Nearing Retirement - Helping them manage their assets and prepare for a secure future? To provide personalised financial planning that protects your wealth, minimises tax liabilities, and ensures long-term security for you and your family. I aim to make financial advice approachable, removing the complexities and building trust through open communication. I provide comprehensive financial planning services with a focus on: Cross-Border Financial Planning Wealth Management and Financial Security Retirement Planning and Pension Advice Tax Efficiency Strategies for Expats Estate Planning and Inheritance Tax Mitigation I believe that building trust and maintaining clear communication are at the heart of a successful advisor-client relationship. I focus on understanding my clients’ unique needs, offering tailored advice to help them secure their financial futures.🤝 Initial Consultation & Analysis Of Current Circumstances Ongoing Support and Clear Communication Customized Financial Solutions Long-Term Relationships with Clients? I’m passionate about making finance simple and approachable. If you’re ready to discuss your financial goals, let’s connect and explore how I can help you secure your financial future. Email: l••••••••@hoxtonwealth.com Mob:+44••••••••09
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