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Below are a few of the clients who are on the road to achieving their ideal future with AES. You will see different reasons that have resulted in the same outcome: a lifelong, problem-solving, possibility-capturing partnership. There's nothing more rewarding than being able to help steer our clients in a clear direction towards achieving their, and their families', life goals.
After reading Andrew Hallam’s book, I discovered I shouldn’t be looking for an individual, but an organisation.
With AES I found that. They’re at the forefront of the evidence-based investment movement and I feel lucky to be part of this small community of enlightened investors who can expect better results.
It would have saved me so much time, money and stress! I had innumerable bank accounts and policies before I met them. Now, I’m enjoying the peace of mind of a far simpler investment experience that’s keeping me and my wife on track to retire next year.
It’s this type of personal service, obsession with looking after us and getting great outcomes that make you guys special! We’ve made many personal sacrifices to ensure our dream retirement. It’s great to know our future is in safe hands.
Over the years, AES have given me peace of mind that I’ll retire comfortably, and still manage to the travel the world and take care of my loved ones.
AES managed to reduce our potential IHT liability by over £1 million! Fantastic advice and service!
There are several appealing things about AES. Firstly, their ability to show you the bigger picture. Secondly, the sounding board of having a consummate professional in your corner and the valuable insights they provide. I’ve a growing self-awareness that I may not always be right. Making decisions about my own investments is more difficult than the decisions I make as a lawyer!
They turned our entire financial situation around in such a way that we’re able to retire sooner than expected! After 24 years working in the desert, we look forward to an early retirement somewhere along the coast.
Before AES, I lost £50,000 – ultimately because I made poor decisions. I was convinced I’d never trust someone within financial services again until I attended an event by Andrew Hallam and he called AES the ‘lifeboat of the international marketplace’. That was 4 years ago and our relationship with AES has gone from strength to strength!
Ever been on a family holiday where everyone is taken care of, you have an incredible sense of peace and everything exceeds expectations? It’s a lot like that.
There’s great complexity that comes with being global citizens. We were worried about tax and investments. After reviewing our situation, AES helped put our financial situation in perspective. Now, we’re confident our investments are working well and have greater clarity and control over our futures.
(plus tips to achieve similar success)
This case study is on a client whose confidence in the markets’ resilience and his long-term view proved substantially rewarding.
(real life case study)
Stephen and Vicky are two British expats living in Dubai for the past 30 years. They've been our clients for over 4 years.
Here is their story.