Financial Planning
From Savings and Investments to Retirement Planning and Fixed Income
Our Expert International financial advice and wealth management solutions unlock opportunities to protect and grow your wealth
Discover the Freedom to Live the Life You Want
Looking for strategies to maximise your returns? Contemplating your children’s education? Worrying about retirement or transferring your wealth to the next generation?
Everyone is different with their own unique aspirations. Encompassing savings, investments, lifestyle and retirement planning – with a particular emphasis on sustainable investing – our personalised wealth management solutions are designed to protect and grow your wealth.
Passionate and experienced, every member of our world-class team of IFAs takes pride in delivering impartial, independent financial advice that unlocks opportunities to achieve your objectives – revisiting your personalised strategy regularly as your goals evolve. You’ll also benefit from the knowledge and experience of the wider Lawsons team, giving you unparalleled access to the most sustainable investment opportunities.
Putting you at the heart of all we do, we give international professionals the confidence that your financial future is secure for the short, medium and long term.
Financial Planning
Looking for strategies to protect and grow your wealth, whatever life throws your way?
Want the peace of mind that comes from knowing you’re able to maintain your current lifestyle once you’ve stopped earning a salary? Thinking about education fees, inheritance tax or repatriation?
Secure your financial future with our financial planning services for international professionals.
From lifestyle and retirement planning to savings and investments, our expert IFAs help you achieve your financial goals. And thanks to our extensive portfolios including ESG (environmental, social and governance) funds, we empower you to invest diversely.
Expert
Advice
Our Financial Planning Solutions
We offer a comprehensive suite of financial planning solutions designed to meet the diverse needs of our clients.
Whether you are planning for retirement, saving for education, or managing your wealth, Cedar Richmond Capital has the ability and resources to help you succeed.
Collaboration with Investment Managers
By working closely with top investment managers we ensure that your investments are aligned with your financial plans and goals, providing a cohesive and integrated approach to wealth management.
Plan Monitoring and Adjustment
Financial planning is not a one-time event; it’s an ongoing process.
We regularly review and adjust your financial plans to reflect changes in your life circumstances and goals, ensuring your plan remains relevant and effective.
Client Education
We believe in empowering our clients through education. We provide ongoing support and resources to help you understand and implement effective financial strategies, enabling you to make informed decisions.
Wealth management in Dubai
Around 68,000 high net-worth individuals (HNWIs) live in Dubai. Those with a high net worth typically have different needs and require a different approach to managing their money.
For global citizens living in Dubai, wealth management can help them overcome complex financial implications such as tax.
A wealth management strategy is a personalised action plan for your money. It is a vital tool for those with complex financial needs to ensure their money grows and remains protected.
By effectively managing your assets and other areas of your financial life, a wealth management strategy can help you reach your goals and objectives. Wealth management provides a comprehensive approach to financial planning. It provides the tools and knowledge needed to secure your financial future.
A wealth manager can help you optimise your wealth and make reaching your short-term and long-term goals much more straightforward.
Wealth management for HNWIs
Globally, the number of HNWIs has increased by 109% over the last 20 years. And as wealth increases, you often outgrow standard financial vehicles and services. For example, a HNWI may need to consider a more competitive option, such as private banking, when a retail bank no longer meets their needs.
Wealth management for HNWIs provides the support and holistic approach needed to ensure their wealth continues to grow and remains protected.
Services such as wealth management tax planning help minimise the tax burden, maximise growth and ensure your assets are passed on in a tax-efficient manner. Meanwhile, wealth managers will develop an effective risk wealth management strategy to help you avoid the potential perils and pitfalls that come with managing your wealth.
Wealth management supports you through different stages of life, including retirement. And with the time spent in retirement increasing, planning accordingly is essential. Planning for retirement with wealth management will help ensure you are financially prepared to live the life you want when you decide to stop working.
Finding the right approach to personal finance.
Although wealth managers often work with HNWIs, it does not mean their services are exclusively reserved for the wealthy. Anyone with complex financial needs can benefit from wealth management services.
But not everyone needs a comprehensive approach to managing their money. Depending on your needs and goals, there may be better options. That’s why finding the service that best fits your needs is essential.
Wealth management and financial planning are both closely related. Both help you create a roadmap, helping you reach your goals and objectives. While the two share some similarities, both have different use cases. To learn more and determine what option is right for you, read our guide to wealth management and financial planning.
