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Robert Palmer Mcibs, Cert Pfs, Faiq (Cii), Mcsi profile image

Robert Palmer Mcibs, Cert Pfs, Faiq (Cii), Mcsi

Director of Wealth Management Private Clients (Corporate & Retail) at Mondial Dubai LLC - There's Advice, then there's Expert Advice
Intro Book
Seasoned pension and retirement planning specialist with extensive industry experience.
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Location
United Arab Emirates, AE
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Robert Palmer Mcibs, Cert Pfs, Faiq (cii), Mcsi, is a seasoned Pension & Retirement Planning Specialist with 40+ years of experience in the banking and financial services industry. He has worked at Mondial Dubai LLC and Bank of Scotland, advising clients on estate planning, retirement & pension planning, education planning, property and mortgage advice, offshore banking, and corporate planning services. With extensive industry qualifications, including the highest level of banking and finance exams in the UK, Robert has a proven track record of providing expert financial guidance.

Experience

  • Mondial Dubai LLC - There's Advice, then there's Expert Advice
    • United Arab Emirates
    • Financial Services
    • 1 - 100 Employee
    • Director of Wealth Management Private Clients (Corporate & Retail)
      • Mar 2016 - Present

    • Pension & Retirement Planning Specialist
      • May 2000 - Present

      Robert Palmer is a Pension & Retirement Planning Specialist and is one of the most experienced advisers in the Middle East. He has over 40 years experience in the banking and financial services industry. Prior to locating to Dubai in 2000, Robert had gained over 20 years experience in the UK with Halifax Bank of Scotland.Robert’s clientele spans the globe. He advises them on a diverse range of financial solutions, including estate planning, family risk planning, retirement & pension planning, education planning, property and mortgage advice, offshore banking and corporate planning services. He also specialises in providing pro-active balance sheet management to clients. Robert’s strengths lie in his ability to present even the most complicated financial matters in a clear, concise manner.Robert’s industry qualifications are extensive and include the highest level of banking and finance exams in the UK from the Chartered Institute of Bankers in Scotland. He has also completed a certificate course for financial advisers and an advanced level course on financial planning for taxation, trust planning and adviser management, issued by the Chartered Insurance Institute of the UK.

  • Bank of Scotland (part of Lloyds Banking Group)
    • Edinburgh, Scotland
    • Pension & Retirement Planning Specialist
      • Feb 1979 - May 2000
      • Edinburgh, Scotland

      Robert Palmer speciliased in Pension & Retirement Planning.

Education

  • 1989 - 1992
    Edinburgh Napier University
    Postgraduate Degree, Banking, Corporate, Finance, and Securities Law
  • 1983 - 1986
    Napier University Edinburgh
    Masters in Banking & Finance, Finance & Economics

Suggested Services

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Industry Focus. “Financial Services”

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