Everything on one dashboard: every country, account, property, loan, policy and adviser you have. Most people have never seen theirs written down. We look at what's doubled up, exposed, or in the wrong name or the wrong place. Then one plan across investments, protection and structure. After that we review it as where you live, your family and the rules change, and your private dashboard shows the whole picture live in between: portfolio, plan, protection, all in one place.
Most people I meet have money in three or four places, in more than one currency, with nobody looking at the whole. I build one portfolio, globally diversified, held in a structure that doesn't need unwinding if you ever change country. We agree the rules for adding money, taking profits and rebalancing up front, so decisions aren't made in the moment. Lump sum, monthly, or both, the discipline is the same.
If something happens to you, the people you leave behind shouldn't have to work out which country's policy pays, or find out that none does. I arrange life, critical illness and income cover, written so it still pays if you move and so the right people get it without a probate fight in two countries. Then I review it every year, because families and mortgages change.
Anyone with assets in the UK, the UAE and somewhere else has three sets of rules to deal with, and they don't agree with each other. I map what you own, where it sits and who should get it, then sort the holdings, ownership and wills so a move to another country doesn't mean starting again. Where a lawyer or tax adviser is needed, I work alongside yours or introduce one.
If you're not sure which of these you need, that's usually the first conversation.