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Hi, my name is

Colum

Carroll.

I am an expert financial planner currently working at Indigo Financial Analysis. My focus lies in helping you achieve your financial goals and secure your future.

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About me

As a financial planner, I provide personalised services in financial planning including investment management, retirement and estate planning, risk management, and savings planning. My client-focused approach ensures that each plan aligns with your specific goals and needs. Committed to offering transparent and ethical advice, I am here to help you achieve your financial goals and secure your future.

Since moving to the UAE I now specialise in providing expatriates with international financial planning solutions across multiple jurisdictions. My dedication to enhancing my qualifications underpins a deep commitment to client success and a mastery of financial planning that I continuously hone. My competencies in financial planning are not just a profession, but a passion for empowering individuals and families to achieve their financial aspirations.

My qualifications include a Bachelor's degree in Financial Mathematics, a Postgraduate Diploma in Business in Financial Planning, a Certificate in Professional Financial Advice (QFA) and designations as a Retirement Planning Adviser (RPA), Specialist Investment Adviser (SIA) and a Financial Planning Risk Adviser (FPRA).

Services

Financial Planning
Everything starts with your financial plan. Your plan incorporates everything to ensure you reach your goals. I work closely with you to create a tailored plan that aligns with your needs and adapts to your evolving financial situation, ensuring your long-term security and peace of mind.
Purpose-based Investments
Investments involve allocating money into assets like stocks, bonds and/or real estate with the goal of generating returns over time. Purpose-based investments start with the end goal, ‘what is this money for?’ This process includes selecting suitable investment options based on your financial plan, your goals, need for growth, attitude to volatility, and capacity for loss. Effective investment strategies help grow wealth, diversify assets, and achieve both short-term and long-term financial objectives.
Retirement Planning
Not just pensions, retirement planning involves preparing financially for life after work by setting goals, estimating future expenses, and creating strategies to save and invest. It helps ensure a comfortable and secure retirement by providing a clear roadmap to achieving financial independence in later years. Making sure that your future is protected, and you can live a comfortable retirement needs planning.
Regular Savings Investments
Children’s education costs, deposit for a house, wedding costs, renovations; all things we might potential save for throughout our lives. Regular savings investments involve consistently putting money into savings or investment accounts. By making steady, periodic contributions, you can build wealth over time and take advantage of compound interest. This approach helps you reach your financial goals gradually and improves your overall financial stability.
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Contact Information

locationDubai, UAE.contact number+971585466232email idccarroll@indigosca.com