The Critical matter of Critical illness cover
By Kathryn Jones - November 14, 2017
‘Doing our bit’ is extremely important to most of us. We love taking part in worthy causes and none more so than those relating to health and well-being....
A leading asset management group based in the Middle East with a highly experienced leadership team driving market-leading client service centred upon a professional approach to financial advice.
Our clients choose us because we are one of only a small number of firms approved and regulated by the UAE Insurance Authority. We work alongside the strongest global investment and insurance groups who value the quality, professionalism and stringent risk management found at the centre of all we do.Read More
The closer we are to retiring the more of a burden it becomes, just the thought of retirement can cause anxiety and many feel overwhelmed and unprepared. There are some common mistakes that prevent many people from retiring on time but with the correct planning[...]
Life insurance is chosen based on the needs and goals of the contract owner, it can buy those you love the time to grieve. It can pay off your outstanding debts. It can provide your dependents with ongoing income to replace yours until they can live comfortably without,[...]
Running any business carries with it a number of risks. Those that relate directly to business trading are easily recognisable and are the focus of every management team’s efforts, yet financial risks are equally important and can often lead to business failure if they remain[...]
Believe it or not you have an estate, your estate is comprised of everything you own; your property, other investment property, bank accounts, saving accounts, investments, life insurance the list goes on. Regardless of the size, everyone has an estate. Estate planning is[...]
Parents always want the best start in life for their children and what greater gift or benefit is there than a good education. With the world today becoming increasingly more competitive securing a good career is more difficult than it ever was and it is therefore natural[...]
Business ownership brings many challenges and responsibilities which run alongside day to day trading activity. At Arlo Associates we have structured our business advice practice to meet those challenges and provide just the kind of critical support any organisation needs[...]
Available to every investor is a diverse and expanding range of investment options that extend beyond the simple low-interest bank account. From traditional investments in bonds, equities and cash to alternative investments in commodities, hedge funds, real estate and financial[...]
Whether you are an experienced investor looking for a new investment solution, a platform account or are simply a new investor looking to save regularly, our platform service can provide access to thousands of mutual funds, 100 different stock markets and 55 different currencies.[...]
In addition to Arlo Associates providing exclusive investment-related advice, we offer private banking which goes beyond managing investments to address a client's entire financial situation. Services include: protecting and growing assets in the present, providing specialised[...]
We stand for professionalism and quality client care. Our business is structured to provide long-term financial support and that means taking the time to understand our client’s unique circumstances and aspirations. As an independent advisory practice we believe in providing an unparalleled choice of products to our clients and to that end have forged strong partnerships with all the main global insurance and investment groups, most of which are incredibly selective about who they work with.Read More
Richard at Arlo Associates is a great financial advisor to have on your side. His well proven experience in wealth management is very reassuring.
I have been his client for a full year now and would recommend his service which stems from a good knowledge of the overseas markets.
I have recommended many friend and colleagues to his service.
My adviser at Arlo Associates is a sincere, thoughtful and professional wealth planner. Throughout the whole period of working together the advice that he has provided has always been well-organised and straight to the point. Of particular importance to me was that at no point were we subjected to any “hard sell” tactics, indeed on the contrary David was always very patient understanding the importance of needing time to make an informed decision. Additionally his comparisons were thorough, detailed and transparent, he also uses clear strategies and always provided us with very helpful suggestions on what we should and should not do.
His considerable experience in financial services industry gained both in the UK and internationally stands him in good stead to deliver knowledgeable and accurate solutions to meet with client’s circumstances, needs and requirements.
We are pleased to have David as our adviser and fully entrust our risk management and retirement planning to him.
I am a busy doctor and I always felt that I needed help to make what I earn and save more worthwhile. I mentioned this to one of my colleagues who then introduced me to James. That was exactly what the doctor prescribed. I found James very professional and knowledgeable. It was very easy dealing with him. He just knew exactly what I needed. He explained things very clearly and gave me options that I found simple and easy to digest. It was also very nice and reassuring that James showed great interest in all my financial commitments and investments, linking everything together and advising me accordingly. It is clear that he is looking at the whole picture and he is helping me planning long term through me working career and beyond. It is also very assuring that James keeps track of my portfolio and updates me regularly. I have to add that I met with other financial advisors but what made me choose James is that he was clearly knowledgeable, not pushy at all, has excellent communication skills and a pleasant humble personality.
I have entrusted James Prince with my finances because after talking and dealing with him I feel that he thoroughly understands the financial needs of myself and my family. He has a great insight and understanding of the current financial system and global markets. I have found him to be very professional and not pushy (unlike all others here in the UAE).
He is always available 24x 7 x 365 to answer any questions and is quick to respond to changes in financial markets and act appropriately. Most importantly his work ethics and modus operandi ensure that he is not the type of Financial Adviser you always want to avoid or dread receiving a phone call from. That pretty much sums up James Prince, probably the best in this business in Abu Dhabi.
I appointed Jonathan Getliffe from Arlo Associates as my financial advisor 3-years ago. From the outset of our first communication, Jonathan has always remained consistent. His quick response to my concerns is always dealt with in a very professional approach and backed up with knowledgeable advice.
I am very pleased with the service Jonathan and Arlo have provided me to date, especially their expertise regarding my existing savings and investments. All changes were both clear and easily explained to me, outlining the advantages and disadvantages of the options that could be exercised.
Overall, I am very impressed with Jonathan and the Arlo Associates team. I would, as I have done several times, wholeheartedly recommend them to someone looking for a trustworthy and honest Financial Adviser in the UAE.
Brian of Arlo Associates guided us with great commitment and expertise through our financial planning as newly arrived expats. He is our one stop shop for financial affairs. We can highly recommend him for anyone who would like to work with a professional who is absolute trustworthy and reliable and understands the financial needs and requirements.
I have been working with Neil at Arlo Associates on my investments over the last year and he has proven to be a knowledgeable and trustworthy partner. He has greatly helped me plan out my financial future.
Having been scorned by a financial advisor in the past, I was very, very cautious and reluctant to go through any kind of financial advice however I feel comfortable with the advice Jonathan from Arlo Associates has given me . He provides sound advice and is knowledgeable in his field.
I was looking for a financial advisor who could provide good, unbiased advice and three of my colleagues recommended Jonathan from Arlo Associates. I have been very impressed with the services he has provided regarding pension planning and life insurance.
He is very pro-active and listened carefully to my requirements before providing a tailored recommendation that I am satisfied with. He stays in contact on a regular basis and is always happy to give good advice and I would have no hesitation in recommending him to anyone.
Like most expats my phone hasn’t stopped ringing since I arrived in Dubai with Financial Advisors offering their services.
Jonathan from Arlo Associates came highly recommended and immediately put me at ease with an easy to understand, long term, step by step plan of what I should be focusing on to secure my financial future.
For anyone moving their pension and/or savings offshore and, like me, have little time to try and understand let alone navigate the numerous pitfalls of doing so I would recommend you call Jonathan. I have moved slowly and carefully but Jonathan has remained patient throughout. His advice is simple, unbiased and very effective.
I have been a client of Richard Greenland from Arlo Associates since September 2012.
I have had the benefit of a consistent level of service from him with regular reviews of my investment. He is always available to assist with my queries whenever needed and has offered me financial advice over the years.
Richard has assisted me with services such as establishing my UAE Will and setting up my offshore bank account. I would recommend him to friends and colleagues alike.
My wife and I contacted David at Arlo Associates to discuss our personal financial circumstances in relation to our accumulated UK pensions. We wanted to discuss the options that were available to us in relation to both final salary (defined benefits) and money purchase (defined contributions) schemes. We wanted to establish which was the best way forward for us in relation to our circumstances and how we were to go about making changes.
We were impressed with the personalised professional service and advice given to us and how this was tailored specifically to suit our situation and future needs. He sourced the most appropriate solutions in relation to our pension, savings and insurance needs and requirements and we felt very comfortable to put our finances in David’s care. We are wholly confident that he will guide us in the right direction and we trust his judgement implicitly. We found him to be the most professional of those advisers we interviewed prior to making changes and I have no hesitation in recommending his services with complete confidence. I look forward to a continued relationship with him as our adviser.
My wife and I have been James’ clients for more than a year. He explained to us all available investment options and advised us how manage and grow our money in a market where few options were available of us due to some restrictions. James was never pushy and he gave us ample time to think and decide on investment options. We are very happy with his services and the investment decisions we made with him. So far we have had financial success and we look forward for more investments with him. James always keeps us updated on how our investments are performing. He is very responsive whenever we needed him – even when he was away from work on vacation.
Jonathan is a passionate Wealth Manager, with an open character and very pleasant behaviour. In dealing with him I never felt like I was being used for him or Arlo’s profit. This is something that has happened to me in the past. I immediately felt a deep sense of confidence with him. Other than mentioning his capability of explaining all possible aspects of the proposed investments in an extremely clear way and his way of responding to my several queries, clearing all of my doubts, it was a pleasure chatting with him. The explanations provided were so clear and the level of confidence so high that I decided in my initiative, without any request from his side, to shift all of my current packages with another company to Arlo. I am very satisfied with the change, because now I have better investments with lower costs. Jonathan has always been available and very proactive, other than understanding my tight work schedule, finding the time for discussion or simply getting to my place to collect paperwork.
This hassle-free environment is another plus to my experience with him and Arlo. I will definitely recommend him and Arlo to all the people I know and the merit of this ‘free advertising’ is to be credited only.
I met Jon in the UAE over 4-years ago. His outgoing and fun nature was an immediate attraction. Since putting my trust in him on a Professional level I have been nothing but impressed by his continual high standards of passion and integrity. Jon is definitely not afraid to go the extra mile for his clients and regularly invites me to golf events, lunches and evening meals.
Jon’s clear knowledge in the financial markets is a big reassurance for me and has put me at complete ease knowing all of my financial matters are being looked after to the highest standards. I receive regular calls with updates of my plans and if he is ever in the office servicing other clients he will always make an effort to come to my office for a coffee.
I have never felt under pressure by Jon and he has always let me go at my own pace, this is something that I have had issues with in the past with other IFA’s. Due to the level of service Jon has provided I have regularly introduced him to close friends and colleagues and will continue to do so as we work together in the future.
I have only recently been introduced to Brian Jackman of Arlo Associates and have found him to be extremely well informed, honest and very good at addressing the issues at stake. His advice is always good and well balanced. Can happily recommend Brian.
Jonathan from Arlo Associates is an extremely knowledgeable advisor who is able to recommend excellent financial products to suit the individual’s circumstances. He is also of high integrity and I would have no hesitation in recommending him to others.
Jonathan from Arlo Associates is a brilliant asset manager, highly knowledgeable in his field of business and an extremely valuable and great person to have in your network. He understands the customer needs and his responses are timely, value added. Jonathan helped me facilitate my pension and savings plan. I highly recommend Jonathan.
Being a fresh face in Dubai, and inundated with requests from Financial Advisors, I chose to use the services of Brian Jackman and Arlo Associates. I have found him to be of impeccable character, and very knowledgeable in his field. The service he provides is exemplary, and he not only listens to your concerns but acts upon them. He will find the right plan that suits your needs, and doesn’t push unnecessary solutions towards you. I have recommended Brian’s services to a number of colleagues, who have also found his service superb. In the world of wealth management, there are a number of options available but I cannot recommend Brian enough.
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