Top 6 Financial Advisor Firms in Dubai

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Want your money to work hard for you? To be honest, it’s easier said than done. 

Monitoring investments regularly or allocating assets is a tedious process that may not be for everyone. But don’t worry because you don’t have to deal with it all alone. 

Need help in keeping your short-term or long-term financial goals on track? You’ve landed in the right place because today, we’re going to review some of the top financial advisor firms in Dubai. 

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How much do financial advisory services cost in Dubai?

Top Financial Advisor Firms in Dubai

1. Skybound Wealth Management

2. Arlo and Harrison Rowe (AHR)

3. Century Financial

4. AES International

5. deVere Acuma

6. Finsbury Associates

How to Select the Best Financial Advisory Firm in Dubai

FAQs about the Financial Advisory Firms in Dubai

How much do financial advisory services cost in Dubai?

Most financial advisor firms in Dubai cater to a broad range of services. Due to that, the fees they charge can change depending on the requirements of the client. 

Most firms are paid through the commission they get from the sales of their investments or financial products, while others are remunerated based on the assets they manage. 

A few firms also charge their customers a flat fee for a list of services they offer for a certain period of time. Others offer hourly rates. 

We made this table below for you to have a glimpse of the most common ways a financial advisory firm charges for its services. Please note that these are just estimates, and the rates can still vary depending on your chosen provider. 

Commission-Based Fees	3% to 5% – per year for insurance products 0.25% to 1% – per year for mutual funds 1% to 4% – per year for annuities
Assets Under Management Fees	1% to 2% – per year depending on the client’s net assets
Flat Annual Fees	7000 AED to 28000 AED on retainer
Hourly Rates	700 AED to 1500 AED

Top Financial Advisor Firms in Dubai 

Here are the factors we used to analyze each of the advisory firms:

Scope of services – Since there can be a variety of money management requirements for each client, we included firms that offer a broad range of financial advisory services. 

Degree of expertise – Dealing with finances is a serious matter, so we’ve rounded up trusted firms composed of teams that have been in the industry for years. 

Customer feedback – When it comes to money, making informed decisions is essential, so we make sure to check their customers’ feedback. We only included the firms with a minimum of 4-star reviews on Google, cross-reference with other sites. 

1. Skybound Wealth Management

SERVICES	Financial Advice & Planning: Lifestyle Financial Planning International School Fees Planning Inheritance Tax Planning Trust Planning & Wills Health, Life & Income Insurance Retirement Planning Repatriation & Tax Optimization International Mortgages   Pension Services: Pension Review & UK Pension Transfers SIPPs (Self-Invested Personal Pensions) QROPS (Qualifying Recognized Overseas Pension Schemes)   Savings & Investments: Lump Sum Investments Regular Savings Plans Portfolio Bonds Offshore Investments Investment Review & Responsible Investing
WEBSITE	https://www.skyboundwealth.com/
ADDRESS	Abu Dhabi – UAE (SCA)
CONTACT NUMBER	Abu Dhabi: Email: [email protected] Phone: +971 4450 9799 Dubai: Email: [email protected] Phone: +971 4450 9700
OPERATING HOURS	Open daily from 8:30 am to 5:00 pm

Skybound Wealth Management is a globally recognized financial advisory firm with a strong presence in the UAE. They specialize in offering tailored financial services that cater to the unique needs of expatriates and international clients.

Their services include comprehensive financial advice and planning, focusing on areas such as lifestyle financial planning, international school fees, and retirement planning. Skybound also provides specialized pension services, including UK pension transfers and SIPPs.

For those interested in savings and investments, Skybound offers lump sum investments, regular savings plans, and offshore investment options. Their team ensures that all advice is aligned with both global insights and local expertise.

Skybound Wealth Management has earned numerous awards for excellence in financial services. In 2024, they were named the “Best Adviser Firm in the Middle East,” showcasing their commitment to client satisfaction and professional development.

Their focus on digital innovation and responsible investing further distinguishes them in the industry. Skybound’s reputation is built on providing the highest standards of professionalism across multiple regions.

Whether you need financial planning, pension services, or investment advice, Skybound Wealth Management is equipped to guide you. Their client-centered approach ensures you receive personalized and effective financial solutions.

Client Reviews

“I have been looking at this investment journey for sometime, luckily I came in contact with Kieron Donovan, which has been very accommodating to my very erratic schedule of work. He took great time to explain everything to me and answering to all my questions promptly. I have just begun in this journey but very optimistic i am in great hands with the great support and knowledge of Kieron.” — Vernon

“I am very grateful for the help I have had from Chris Bowler at Skybound Wealth Management. I have been working with Chris for about 6 months now and he has been very helpful and responsive to my needs – initially in the explanation and setup of different savings and investment vehicles, and then in helping me move some of existing savings out of South African rands, and into a more stable USD based savings vehicle. It is still early days, but so far I am satisfied with the support I have received and have enjoyed working with Chris.” — Caroline

“Based on the experience working with Simon Athwal for already some years, he is a very knowledgeable and reliable financial advisor, very responsive and having no issues replying to whatever question whenever being contacted. On top, I am happy with the performance of my investment plan. Moreover, he regularly informs me about interesting investment products and opportunities which are very much worth to think about. I am looking forward to further cooperation.” — Sasa

2. Arlo and Harrison Rowe (AHR) 

SERVICES	Investment Management Insurance Trust Planning Retirement Planning International Wills  Currency Transfers Property Investment Education Fee Planning Pension Transfers Tax Planning Lifetime Allowance Inheritance Tax Planning ESG Investments
WEBSITE	https://ahr-uae.com/
ADDRESS	1201 Marina Plaza Tower 214984 – Dubai – United Arab Emirates
CONTACT NUMBER	+971 4 571 2600 [email protected]
OPERATING HOURS	Sunday – Thursday 9 AM – 6 PM

 Arlo and Harrison Rowe (AHR), also known as AHR Private Wealth, is an independent financial service provider formed by merging two leading financial advisory firms in the UAE – Arlo Wealth and Harrison Rowe. 

Although AHR is newly formed, its extensive global networks and highly experienced teams from both sides made it easier for the company to establish a trusted reputation. It’s also the reason why it’s not surprising to see excellent reviews from their clients. 

Now, it’s primarily led by Daniel Dickinson, a financial advisor with over a decade of experience. He is Arlo Wealth’s former chief executive officer and also the chief commercial officer of another financial service group, PraxisIFM, which we like because it speaks volumes about his expertise in the industry. 

Aside from that, we also admire their goal to provide holistic services and impartial professional advice to help their customers attain their unique financial needs and expectations. That may be the reason why their regular menu of services covers a broad spectrum of personal finance. 

However, if your requirements do not fall under it and you need expert advice and guidance for your business’s finances, don’t worry because they have a separate team for you. 

AHR Corporate Advisory Services is an independent and multidisciplinary branch of AHR that is responsible for identifying and resolving business issues as well as optimizing and maximizing possible business opportunities. 

For your convenience, they also have helpful tools on the website, which include an education fees calculator, life insurance calculator, mortgage calculator, and retirement calculator. 

Client Reviews

Honest and genuine

“For the past year I have been a client of Harrison Rowe’s and couldn’t be happier. When I first contacted my advisor for financial consulting and advice I always found him to be honest and genuine. He never pushed me towards any particular product but rather showed me a list of option and gave solid facts on them based on extensive knowledge. One year on and I am happy with the recommendations that my advisor gave me, and the pension plan that he helped me set up, my savings have grown and when we meet every quarter it is always a pleasure.” – Sarah Mackenzie

Good advice and results

“Delighted with the professionalism and performance from Asad and his support team. Always there when you need them. Good advice and results with my investments. Looking forward to a prosperous future working together.” – Israel Sanders 

3. Century Financial

SERVICES	Investments and Trading (through currencies, indices, shares, commodities, treasuries, ETP, CFDs) TradeRoom (trading) MT4 Platform (currency trade)  CQG Platform (trading, market data, charting, analytics) TWS Platform (in-depth news, technical research, risk analysis)
WEBSITE	https://www.century.ae/en/
ADDRESS	Level 6, Building 4, Emaar Square, Downtown – Dubai – United Arab Emirates
CONTACT NUMBER	+971 4 356 2800  [email protected]
OPERATING HOURS	Monday – Friday Open 24 hours Saturday – Sunday 9 AM – 10 PM

Century Financial is an excellent financial advisory firm for investors who wish to experience trading on the go. With over three decades of focus on investments and trading, they have become a leading firm for local investors and expatriates in Dubai. 

What’s worth noting about this multi-awarded firm is the variety of trading instruments and platforms they offer. Their trading apps can be easily downloaded on mobile devices so clients can conveniently keep up with their assets and investments no matter where they are and what they’re doing.

Of course, you still need to schedule a consultation with them before you can start anything, but this will not be a problem since you can do it all on their website. Should this not be enough, their office is available 24 hours during weekdays and also open on weekends. 

And there’s more! They also gained some brownie points with the ‘Learn’ button on their website, which features webinars/seminars, video tutorials, and other helpful information about trading and investments. 

All told, Century Financial’s great customer service and offers are worth considering. 

The only problem we see is that it doesn’t offer insurances or plans compared to other entries in this list. So if you’re looking for educational plans, retirement plans, or life insurance, this company is not the best pick for you. 

Client Reviews 

Very responsive customer support team

“I have always been able to resolve all of my queries with Century Financial with the help of their customer service team. They have a very responsive customer support team.  I received a prompt and accurate response.” – Deo Marcol 

Help me change my life

“I have been trading with Century for more than 1 year now, and with that I am really satisfied with my investment that I have withdrawn, it will help me change my life.” – Edmosh VJ

4. AES International 

SERVICES	Wealth Management Investment Advisory Consultancy Services Financial Planning Retirement Planning
WEBSITE	https://www.aesinternational.com/
ADDRESS	Level 2, Exchange Tower – Al Mustaqbal St – Dubai – United Arab Emirates
CONTACT NUMBER	+971 4 559 4900 [email protected]
OPERATING HOURS	Sunday – Thursday 8:30 AM – 5:30 PM

AES International was founded in 2004 with one mission – create positive change for their clients and also their profession. You see, this financial advisory firm aims to offer independent investment management and financial planning using a different approach. 

Compared to most traditional financial advisory firms in Dubai, AES does not earn from any commissions or sales incentives. 

Since they are the only fee-based planning firm within the Gulf Cooperation Council (GCC), you can expect a fairly distinct way of transacting. It means that you will be paying for their professional advice and services at the “à la carte” rate. 

Well, some might think that it’s a disadvantage. But remember: not everything that’s different is bad, so hear us out. 

We like this approach because all their services will be quoted upfront, so you can use their transparent charging model and avoid getting surprised by any hidden fees. 

You can pay a percentage for the assets you’re letting them manage, opt for a fixed fee or use a combination of both if you prefer. 

Among other things, there’s not much to dislike about their offers as a whole. However, AES International’s full financial planning services are geared towards investors with 1,000,000 AED (250,000 EUR) or more, so it might be better to look for other options if you’re still not in that bracket.

Client Reviews 

Transparent and easily accessible 

“I feel confident that AES International are managing my investments professionally within the risk boundaries set by myself. Information regarding performance and fees is transparent and easily accessible. When I have questions, they are answered promptly and personally.” – Kevin Smith

AES International have my best interests at heart

“I’m confident the AES International have my best interests at heart as they took time to understand my personal situation and goals before recommending a suitable and appropriate investment.  All of the team are readily contactable, and advice is offered in an easy understandable manner, but with as much detail as you require.  I like the regular reviews with my adviser to ensure that my investment is on track, and matches my current goals.  I really couldn’t be more content with my decision, and would happily recommend them.” – Mark Showler

5. deVere Acuma 

SERVICES	Life Assurance Policies Education Planning Savings Planning International Pension Planning  Tax Planning
WEBSITE	https://www.devere-acuma.com/
ADDRESS	401, H Hotel Office Complex – 1 Sheikh Zayed Rd – Dubai – United Arab Emirates
CONTACT NUMBER	+971 4 503 4700 [email protected]
OPERATING HOURS	Sunday – Thursday 8:30 AM – 5:30 PM

Nigel Green, founder and CEO of deVere Group founded this firm in 2002. Since then, deVere Acuma has become one of the most trusted independent financial advisory companies in the world. 

Although their managerial and administrative center is in Dubai, they also operate over 70 office locations worldwide, which is a great advantage. This only means that they have created extensive global networks and formed reputable relationships with other financial institutions. 

To address each of their client’s financial needs and goals, they offer a range of bespoke financial planning solutions, including savings plans, education plans, retirement plans, pension plans, and even international life assurance policies. 

Once you become their client, they will immediately provide you with a personal financial advisor. You can contact and meet them regularly, so if you have any queries or concerns, you can guarantee that they will be addressed on a one-to-one basis. 

Based on the numerous positive reviews from their clients, this firm seems to be getting the results they promise. 

Just note that their services are heavily focused on insurance. Although an insurance plan is a form of investment or security, this might not be the best pick for you if your goal is to invest and grow your money now. 

Client Reviews 

Imperative to my financial planning

“After being an expat for many years and meeting an abundance of IFAs.  I have to say that the quality of service, advice and information i have recieved from my consultant Martin O’Malley has been imperative to my financial planning.” – Kelvin Matthews

Meticulous, competent and very efficient

“Ali presents himself in a professional way as he is meticulous, competent and very efficient. When it comes to the issue of financial advice he is the man to go to as he is fully aware of what he is talking about. He breaks the smallest of things down for me as I am new to this and is very supportive. I would definitely recommend his services” – Himmesh Malthora

6. Finsbury Associates 

SERVICES	Critical Illness and Life Insurance Investment Planning  Estate Planning Property Consultation Pension Planning Wealth Management
WEBSITE	https://finsbury-associates.com/
ADDRESS	16th Floor Ubora Tower, Business Bay – Dubai – United Arab Emirates
CONTACT NUMBER	+971 4 567 4500 [email protected]
OPERATING HOURS	Sunday – Thursday 8 AM – 5 PM

With over four decades of experience in the field, Finsbury Associates has become a well-established and award-winning financial advisory firm in Dubai. 

One of its best features is the broad range of services it offers, including investment planning, estate planning, property consultation, pension planning, wealth management, and even insurance. 

However, we do think this was part of their plan: to get their clients to find all their financial service requirements in one place. 

Some would think that finding all you need in one firm is also an excellent advantage for the clients, especially now that Finsbury Associates is offering a free financial consultation. 

Well, it is (in some aspects), just don’t forget to be careful when doing so because, as the saying goes, it’s not always good to put all your eggs in one basket. 

Among other things, their team is also commendable when it comes to talent and expertise because, according to them, they only employ internationally qualified advisors who are level 4 to level 7 Chartered Institute for Securities & Investment (CISI) qualified. 

That backs up their goal to ensure that their client will always have easy access to qualified financial advisors that can help them safeguard their financial situation and attain their financial goals. 

Client Reviews 

Very responsive and extremely transparent

“I cannot stress enough how helpful and highly supportive Neil Stewart from Finsbury Associates has been during our investment journey. As a skeptic when it comes to financial advisory services, I was somewhat nervous about finally doing something with my savings. Neil was so very responsive and extremely transparent about everything and gave me confidence in him first and foremost, but also the group. Another reassuring feature of Finsbury Associates is that there is no cold calling and clients have to seek them out. I am very happy and hugely satisfied to have taken what was a big step for my family with Neil and Finsbury Associates.” – Jade Peter-Swain

No hard sell or cold calling

“I was told about Finsbury Associates and Ben Stockton from a good friend. When I asked more friends it seems many had the same positive feedback and transferred their savings plans over to him. There is no hard sell or cold calling. He is straightforward and very personable. I transferred my offshore savings plan over to him and saw an immediate positive growth , the likes I had not seen in years. I recommend Ben Stockton at Finsbury associates for all your financial needs.” – Lee Holmes 

How to Select the Best Financial Advisory Firm in Dubai

Now that you’ve finished our review of the top financial advisory firms, let’s dive right into the ways you can pick the best one for your financial goals. 

1. Determine what services you really need. 

Before you even schedule a meeting with a financial advisor, it is essential to assess and determine which part of your financial life you require help/guidance with. This can help you better explain your money management requirements and also your financial goals when you first meet them. 

2. Research how they charge for their services. 

As we’ve discussed above, financial advisory firms are paid in a variety of ways. It can differ based on the services/products they offer and the client’s requirements and goals. 

There can be traditional financial advisors in Dubai who might take advantage of you when offering commission-based services/products. So, we recommend that you always check if the ones they are offering will work in your financial situation’s best interest. 

3. Check their credentials and rates. 

Money matters are always a big deal. No matter how substantial or how little you plan to invest, it is vital to look for a firm you can trust and depend on. 

Make sure to check their credentials before signing up. Besides that, don’t forget to look into their rates because you don’t want to end up draining your savings just to avail of their services. 

FAQs about the Financial Advisory Firms in Dubai 

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Is there a financial advisory firm in Dubai that you might want to share with us? Just shoot us a message, and we’ll look into your recommendations as soon as we can. 

Anyway, if you prefer to know more about where you can invest your money, don’t forget to see our reviews on the best stock brokers in Dubai. 

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