Lewis Paterson Mlibf Dipfa

Wealth Management Advisor @Hoxton Wealth

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Wealth Management Advisor @Hoxton Wealth

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Dubai, AE

EDUCATION

2018 — 2019

LIBF

DipFA - Financial Services, Regulations and Ethics

2013 — 2014

The Chartered Institute for Securities & Investment (The CISI)

Level 3 Certificate in Wealth and Investment Management & UAE Financial Rules and Regualtion , Finance, General

2018 — 2019

LIBF

DipFA - Advanced Financial Advice

SKILLS

Life InsuranceFinancePensionsSippStructured ProductsInheritance Tax PlanningWealthFinancial RiskAsset ManagementFundingFinancial PlannersInvestment AdvisoryRetirement PlanningFinancial AdvisoryPrivate BankingInvestment ManagementWealth ManagementIncome ProtectionHigh Net Worth IndividualsRetirementBondsStrategic Financial PlanningPortfolio ManagementFinancial ServicesInvestmentsFinancial PlanningMortgage LendingCritical IllnessBankingMutual FundsSavingsSaving for EducationFinancial MarketsEquitiesWealth Management ServicesInsuranceEstate PlanningQropsInvestment StrategiesAlternative Investments

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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