Plan for what matters most

Education and retirement are two of life’s biggest financial responsibilities—and they don’t happen by accident. For international professionals, HNWIs, and globally mobile families, planning for these milestones means navigating multiple currencies, jurisdictions, and timelines.

That’s where Kingsbury & Partners comes in. Through our Private Office, we connect you to qualified advisers who specialise in building long-term financial strategies across borders. Whether you’re planning for school fees in the next five years or retirement income in twenty, we help you structure a plan that’s clear, flexible, and aligned to your life—not a product.

This service is especially relevant to clients based in or relocating to the UAE, where education costs can be high and formal pension systems limited. You get clarity, control, and access to real expertise.

What It Offers

A structured, goal-based planning service tailored to long-term life milestones:

  • Education fee planning—mapping out future school or university costs
  • Retirement planning—modelling income needs and savings targets
  • Cross-border tax and currency considerations
  • Cash flow modelling for life-stage financial needs
  • Risk management and long-term protection planning
  • Access to fixed-fee, regulated advisers who offer clear advice—not products
  • Scenario analysis to stress-test assumptions and timing
  • Ongoing reviews to ensure your plan adjusts as your life evolves

Who It’s For

  • International families preparing for school or university fees
  • Professionals relocating to the UAE without a formal pension
  • Dual-national couples balancing multiple retirement jurisdictions
  • Business owners planning for eventual exit and financial independence
  • HNWIs who want to protect long-term liquidity and lifestyle

Understanding Your Needs

We often speak to clients who know they “should” plan—but don’t know where to start. Education and retirement are easy to delay until they suddenly become urgent. And with no state pension in the UAE, international professionals face additional pressure to get it right.

At Kingsbury & Partners, we connect you to advisers who bring structure, simplicity, and clarity to long-term planning. You won’t be pitched investment products. Instead, you’ll receive a clear roadmap, built around your goals—with proper modelling, realistic assumptions, and regular updates as life evolves.

Eligibility

  • Resident of the United Arab Emirates

About Our Partner

Our wealth management partner offers independent, conflict-free financial advice tailored to high-net-worth individuals and families across the GCC and beyond. With a philosophy grounded in clarity, long-term stewardship, and client alignment, they focus on building legacies—not just portfolios.

Key Highlights:

  • Established: 2023, with a mission to redefine advisory standards in the offshore wealth management space
  • Client Focus: Over 400 high-net-worth clients, including senior executives, entrepreneurs, and multigenerational families
  • Team: Led by experienced wealth managers and investment professionals; regulated and qualified advisers with deep regional and international knowledge
  • Regulation: Fully licensed and regulated by the Securities and Commodities Authority (SCA) in the UAE
  • Fees: Operates on a fixed-fee basis, with no commissions from third parties—aligned to the UK’s fiduciary advice model for greater transparency and client trust
  • Services: Provides comprehensive financial planning services, including investment management, retirement planning, estate planning, pension and pension transfers.

Together, we ensure that Private Office clients receive wealth management advice that is truly independent—anchored in expertise, free from conflicts, and focused on the future.

Important Information

Kingsbury Private Office provides access to a range of wealth management financial services through our network of trusted partners. We do not provide financial, investment, tax, or legal advice directly. Any financial products or services referenced on our platform are offered by third-party providers, and clients should conduct their own due diligence before entering into any agreements.

Nothing on our website, marketing materials, or communications should be construed as an offer, recommendation, or solicitation to buy or sell any financial product or service. Past performance is not indicative of future results, and investments carry inherent risks, including the risk of loss of capital. Clients should seek independent professional advice before making any financial decisions.

Kingsbury & Partners may receive fees or commissions from certain providers for introductions or referrals, but we remain impartial in our selection process and prioritise the best interests of our clients.

Regulatory requirements for financial and insurance services vary by jurisdiction, and availability may be subject to local laws and licensing conditions. It is the responsibility of clients to ensure that they meet the necessary qualifications or eligibility criteria for any service they choose to engage with.

For further details, please contact us directly.