Expat Wealth Care is an independent brand created and operated by Stefan Terry. We provide advice and guidance on the topic of financial planning, solely focussing our strengths on the Middle Eastern market. Stefan has been advising clients in this region for over 7 years and Stefan’s support team has carefully been selected to ensure that customer satisfaction is kept at the highest level throughout the relationship with our company. Stefan has been working in the Middle East since 2007. His very thorough and meticulous methods of client management and his breadth of knowledge in the offshore investment market has developed his client base at an incredible rate. His superior work ethics along with his professionalism and his knowledge are all traits that his clients always praise.

1. Welcome To Expat Wealth Care
Expat Wealth Care help expats in the Middle East with all matters of wealth
protection, wealth preservation and wealth creation through the likes of medical
cover, life cover, critical illness cover, mortgage protection, savings plans,
international pension plans and the management of UK pension transfers.
Call Us : +971508894735

2. About Us
Company Summary
1. Expat Wealth Care is an independent brand created and
operated by Stefan Terry.
2. We provide advice and guidance on the topic of financial
planning, solely focussing our strengths on the Middle Eastern
market.
3. Expat Wealth Care is a Globaleye operated enterprise, and as
such, we are licensed by the UAE Insurance Authority and
registered with the Ministry of Economy and Department of
Economic Development and under UAE Federal Law (8) of
1984.
4. We provide advice to expats and locals in the UAE, with all
aspects of tax efficient savings and financial planning to ensure
that time spent in the UAE is time well spent from a financial
point of view.

3. Our Team
Stefan Terry Bsc Hons CII Award
Chief Wealth Officer
Stefan has been working in the Middle East since 2007. His very thorough and
meticulous methods of client management and his breadth of knowledge in the
offshore investment market has developed his client base at an incredible rate. His
superior work ethics along with his professionalism and his knowledge are all traits
that his clients always praise.
Paula Leonor
Paula has been working at Expat Wealth Care since 2011 and is certainly an
integral part of the business. Paula has a breadth of experience in various
administration roles, previously working in the Philippines.
PA and Officer Manager

4. Our Wealth Solutions
1. Estate Planning for HNWI’s
2. Investment Advice & Portfolio Management
3. Retirement Planning
4. Sipps, Qrops & Qnups
5. Education Planning
6. Life Assurance
7. Critical Illness Cover
8. Life Assurance for Mortgages
9. Key Man Insurance
10. Currency Exchange

5. Testimonials

6. Contact Us
Website : www.expatwealthcare.com