About Me

I am from Dublin, Ireland and I lived with my family in the UAE from 2013 until 2021.  I currently split my time between both countries.

I started my career in the finance industry when I qualified as a Financial Accountant (FCCA) in 1996. I have worked in senior roles with several international banks, including Wells Fargo Bank in the USA, Rabobank and Investec Bank in Ireland.

Since 2013, I have worked in the International Wealth Management Sector helping both individual and corporate clients. I am a fully qualified International Financial Planner, holding qualifications in Ireland (QFA), UK Chartered Level 6 (Adv DipFA) and in the USA with my Uniform Investment Adviser Law Exam (Series 65).  These qualifications along with my regulatory licenses enables me to advise clients throughout the globe including those residing in the USA and expats living abroad with US based assets. 

I enjoy my role working in the International Wealth Management Sector and I pride myself on providing holistic advice to my clients in all areas of financial planning. With my qualifications and global working experience, I believe that I have the knowledge and expertise to provide professional and straightforward advice to my clients.

Qualifications

I currently hold the following qualifications:

  • Certified Financial Accountant (FCCA) – Association of Chartered Certified Accountants (ACCA).
  • Pension Transfer Specialist UK Level 6 – (PETR) – London Institute of Banking and Finance (LIBF).
  • Taxation, Trusts and Tax Compliance UK Level 6 – (TTTC) London Institute of Banking and Finance (LIBF).
  • Managing Investments UK Level 6 – (MANI) London Institute of Banking and Finance (LIBF)..
  • Uniform Investment Adviser Law Exam (Series 65) – a North American Securities Administrators Association (NASAA) exam.
  • Diploma for Financial Advice UK Level 4 – (MLIBF DipFA) – London Institute of Banking and Finance (LIBF).
  • Certificate in Wealth Management UK Level 3 – The Chartered Institute for Securities and Investments (CISI).
  • Pensions & Taxation Diploma Ireland – LIA.
  • Qualified Financial Adviser Ireland – (QFA) – LIA

Testimonials

“I have always found Ben to be informed, professional and personable and would recommend him to others who wish to seek investment opportunities and balanced advice.”

“I worked closely with Ben in several large transactions over the years. I found Ben to have great insight into business and a keen eye for structuring financial transactions. On more than one occasion an approach that Ben suggested to a transaction proved to be the key to making it happen. On a personal level I enjoyed working with Ben and would recommend him to anyone on both a business and personal level.”

“Ben Buckley handled my account and I found him to be very professional in all aspects of our dealings. His mannerism, work ethic and drive to go the extra mile was by far the best service I found within this industry here in the UAE! I would highly recommend him for any asset management requirements you may have”

“I have been a client of Ben’s since 2018 and have dealt with other Financial Advisors in the past but none have been up to the same standard as Ben. I was impressed with the personalised professional service and advice that was given to me, which led me to sign up with him. I felt very comfortable to put my financials in his care and for him to guide me in the right direction, which he has done. Ben always keeps in contact with me and let’s me know regularly what is going on with my accounts, while also making suggestions to better my needs. I would have absolutely no hesitation in recommending Ben with complete trust and I look forward to a continued relationship”

“I had a wonderful experience with Ben, he was a true professional. For me the biggest thing was trust. It was clear that Ben had my own personal interests at the forefront of every topic discussed and he lay down a range of possible options for me. I never felt pushed or felt that I was being sold anything. His personal care and detailed knowledge really made me feel at ease with every decision I had to make. I would fully recommend Ben for personal or business financial advice. I continue, and will continue to use Ben’s services”

“Ben is an excellent advisor. He drilled down to understand my individual needs and then made a package tailored to my needs and situation. Ben earned my full trust as he tells the truth, is honest and realistic. There was never an instance of power selling. Ben supported me all the way with filling needed documents and kept me up-to-date.

Also important is the after sales support and follow-up. Once I had a small issue with an insurance product, Ben helped immediately and sorted the issue out efficiently. There are many advisors in Dubai, but to me Ben is the go-to person in Dubai as he combines “old school” values with the latest market knowledge.”

“Ben has been a valued and trusted financial advisor in recent years. Always available to provide counsel on the latest financial products as well as offering the widest range of options. I find Ben to be totally transparent and his follow up to be exceptional. I would happily recommend Ben’s services and I look forward to working with Ben in the coming years”

“Ben is very knowledgeable and solution orientated. I can always rely on his professional knowledge and I enjoy my open discussions with him.”

This testimonial was given by a current client for no cash or non-cash compensation. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.