Education & Retirement Planning
Wealth & Finance | Wealth & Tax
About
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.
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.
Eligibilities
- Resident of the United Arab Emirates