UAE – Financial Advisors

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Comprehensive Financial Advice

We offer a wide range of financial planning services, including investment management, retirement planning, estate planning, tax strategies and risk management.

Client-Centered Approach

We build every client relationship on trust and personalise attention. our advisors take the time to understand your financial situation, goals and risk tolerance to create customised plans.

Ongoing Service and Support

We are dedicated to maintaining long-term relationships with our clients, providing continuous support and adjustments to financial plans as your needs and marketer conditions change.

Expert Guidance

With a wealth of knowledge and experience, our team provides informed and reliable advice, helping you navigate complex financial landscapes and make well-informed decisions.

$13B

foreign investment in 2022

75%

population increase in last 10 years

25%

increase in wealth
in
2022

500+

successful legacy capital clients

services

PENSIONS & PENSION
TRANSFERS

Your retirement savings are important. Let us help you transfer your pension to a plan that suits your needs and goals.

Tax Planning

Pay less taxes legally and ethically. With our strategies and tips, you can find the best tax planning solutions for your income and assets.

Offshore Bonds

Diversify your investments abroad. Our advisors can help you understand the benefits and risks of offshore bonds and find the best option for you.

Universal Life Cover

Protect yourself and your family from the unexpected. Our agents can help you get a flexible and affordable life insurance that can adapt to your changing needs.

Inheritance Planning

Leave a legacy for your loved ones. Our experts can help you create an inheritance plan that is smart and tax-efficient.

Investments

Grow your money and reach your financial goals. With our guidance and support, you can find the best investment opportunities for your situation and risk appetite.

Wealth Management

Your wealth is more than just money. With our expertise and solutions, you can manage your wealth effectively and achieve your financial aspirations.

Portfolio Review

Make sure your investments are working for you. Our professionals can review your portfolio and give you honest and professional advice on how to optimise it.

David Tarbotton has worked with me as my Financial Advisor in the UK since 2016. Since I moved to the UAE in 2021, he has continued to support me in all areas of my financial planning, from my pensions to my life insurance and tax planning. The service provided by David and Legacy Capital has been invaluable to me in terms of helping me navigate my financial objectives now that I find myself building a life in a new country. It puts me at ease to know that I have an adviser I can truly trust and I have no doubt that our relationship will continue for years to come.

Benjamin Harris

Investment Banker

‘Through talking to a number of financial advisers and wealth managers, it quickly became very clear to me that Legacy Capital do things differently. Legacy Capital are clear and transparent about charges and fees from day one. This is not the experience I have had with previous advisers. In the initial meeting with David, I felt immediately at ease about this and that is why I chose Legacy Capital to help me plan for mine and my family’s financial future.’

u003cstrongu003eJohnathan Mitchellu003c/strongu003e

Marketing Director

‘As I have little time to place focus on the management of my investments, Legacy Capital’s advice and service has proved to be exactly what I needed. They provide me with excellent service and the fact that they are so pro-active and invite me for regular reviews of my financial circumstances and the performance of my investments is really important to me. I know I can pick up the phone and call David or Becka at any time and they are there to answer my questions and support me.’

u003cstrongu003eDaniel Wrightu003c/strongu003e

Real Estate Developer

Since working with David, my eyes have been opened to opportunities for my money that I did not know existed. He thinks outside the box and I know I am in good hands. His knowledge and support is invaluable to me.’

u003cstrongu003eMichael Thompsonu003c/strongu003e

Small Business Owner

u003cstrongu003eBenjamin Harrisu003c/strongu003e