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Welcome To Expat Wealth Care Call Us : +971508894735 Email : [email protected] Expat Wealth Care help expats in the Middle East with all matters of wealth protection, wealth preservation and wealth creation through the likes of medical cover, life cover, critical illness cover, mortgage protection, savings plans, international pension plans and the management of UK pension transfers.

Key Man Life Insurance Policy - Expat Wealth Care

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Page 1: Key Man Life Insurance Policy - Expat Wealth Care

Welcome To Expat Wealth Care

Call Us : +971508894735 Email : [email protected]

Expat Wealth Care help expats in the Middle East with all matters of wealth protection, wealth preservation and wealth creation through the likes of medical cover, life cover, critical illness cover, mortgage protection, savings plans, international pension plans and the management of UK pension transfers.

Page 2: Key Man Life Insurance Policy - Expat Wealth Care

About UsCompany Summary

• Expat Wealth Care is an independent brand created and operated by Stefan Terry.

• We provide advice and guidance on the topic of financial planning, solely focussing our strengths on the Middle Eastern market.

• Expat Wealth Care is a Globaleye operated enterprise, and as such, we are licensed by the UAE Insurance Authority and registered with the Ministry of Economy and Department of Economic Development and under UAE Federal Law (8) of 1984.

• We provide advice to expats and locals in the UAE, with all aspects of tax efficient savings and financial planning to ensure that time spent in the UAE is time well spent from a financial point of view.

Page 3: Key Man Life Insurance Policy - Expat Wealth Care

Our Wealth Solutions• Estate Planning for HNWI’s• Investment Advice & Portfolio Management • Retirement Planning• Sipps, Qrops & Qnups• Education Planning• Life Assurance• Critical Illness Cover• Life Assurance for Mortgages• Key Man Insurance• Currency Exchange

Page 4: Key Man Life Insurance Policy - Expat Wealth Care

Our Team

Stefan Terry Bsc Hons CII Award Chief Wealth Officer

Stefan has been working in the Middle East since 2007. His very thorough and meticulous methods of client management and his breadth of knowledge in the offshore investment market has developed his client base at an incredible rate. His superior work ethics along with his professionalism and his knowledge are all traits that his clients always praise.

Paula Leonor PA and Officer Manager

Paula has been working at Expat Wealth Care since 2011 and is certainly an integral part of the business. Paula has a breadth of experience in various administration roles, previously working in the Philippines.

Page 5: Key Man Life Insurance Policy - Expat Wealth Care

Testimonials