Notes

Investor’s Visa of Credence Independent Advisors

Tier 1 (Investor) Visa Portfolio Management

The UK Border Agency offers the opportunity to apply for a Tier 1 (Investor) Visa which can lead to British Citizenship for those who want to make a substantial financial investment in the UK.

When you invest with our Tier 1 (Investor) Visa Service, we will manage an investment portfolio for you, within the investment restrictions of the program, in line with your investment objectives. This is a discretionary service which allows you to concentrate on your other priorities while we have the responsibility for the day-to-day management of your investment portfolio.

You can meet and liaise with your own investment manager to build your personal investment strategy and create and monitor a portfolio to accommodate your specific needs that reflect your objectives and risk profile, while complying with the investment restrictions of the visa program.

Kareem Sattar joined Credence in 2014 as Investment Director and brings with him over 10 years of experience within the financial services industry. All of which have been spent in developing wealth management strategies for high net worth individuals and families.

Kareem advises on a broad range of financial matters including, Investment, sophisticated tax planning, pensions and retirement, financial protection, inheritance tax mitigation and investor visa portfolio management.

Prior to joining Credence, Kareem held positions with Walker Crips Stockbrokers, HSBC and Lloyds Banking Group. As a holder of the Chartered Wealth Manager designation from the Chartered Institute for Securities & Investment, Kareem is recognised as being at the pinnacle of his profession. His numerous qualifications include the Private Client Investment Advice and Management (PCIAM) qualification from the CISI and the Chartered Insurance Institutes Diploma in Financial Planning (DipPFS.)

Kareem can be contacted at:
Phone: +971 56 659 1934
Email: [email protected]

Jamil Al Maani is a Investment Director at Credence and has over 10 years of investment specialist knowledge within the wealth management sector. He holds the prestigious Investment Management Certificate from the Chartered Financial Analyst Society UK & also holds full Financial Planning Certificates awarded by the Chartered Insurance Institute in London.

Prior to joining Credence, Jamil was a Senior Wealth Manager at HSBC Bank Middle East where he worked closely with HNW individuals and families. Advising on an array of matters including, Investments, Taxation, legacy planning and Philanthropy.


Jamil can be contacted at:
Phone: +971 56 392 3680
Email: [email protected]