Bill Davey
Senior Consultant

Contact Details:
Email address: bill.davey@mondialdubai.com
Telephone: +971 4 399 6601

Prior to becoming a financial adviser, Bill Davey worked for many years as a consultant in the fields of economics, business development and market research. As an engineer and mathematician, he brings an analytical background to the complex world of financial products and financial markets. And with a lecturing background, prides himself in being able to explain difficult financial concepts to the most reluctant of clients in the simplest of terms.

In the course of his twelve years with Mondial he has established over 200 clients and, by offering an attentive service, has lost very few of them in that period. Whilst he has many young clients who are starting, for the first time, to save for children’s education or their long term retirement needs, his speciality is the more mature client who needs help in managing large portfolios, reducing tax liabilities on return to their country of residence, estate planning and transferring UK pensions to offshore domiciles.

Bill Davey writes regularly on the subejct of finanancial planning and investment in Connector Magazine and The National, Personal Finance Supplement and is a UK qualified financial adviser (Cert PFS, Chartered Insurance Institute)