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A Fresh Look at Your Wealth: Resetting Strategy at the Start of the Year
Webinars • A Fresh Look at Your Wealth: Resetting Strategy at the Start of the Year
Wealth strategies rarely fail - they drift.
This short on-demand session explores how to step back, regain clarity, and ensure your wealth is still aligned with your life today.
What This Session Is About
When was the last time you took a proper look at your wealth?
Life moves quickly. Priorities change. Markets evolve.
Yet many wealth strategies are left running on autopilot - not because they’re wrong, but because there’s never a natural pause to review them.
In this recorded session, we explore how a simple strategic reset can help bring clarity, alignment, and long-term confidence back into your financial planning.
This is not a market update or a product presentation. It’s a calm, senior conversation designed to help you reflect, sense-check, and think more intentionally about your wealth.
What You'll Learn
In this session, we cover:
- Why wealth strategies often drift without regular review
- How to take a clear, high-level look at where you stand today
- What “intentional” wealth planning really means in practice
- How structure, planning, and priorities should evolve over time
- Why clarity now creates flexibility later
The focus is on perspective, not predictions.
Who Is This For?
This session is particularly relevant if you:
- Have accumulated wealth over time but haven’t reviewed strategy recently
- Have complex or international financial arrangements
- Suspect your priorities have evolved faster than your planning
- Value thoughtful, long-term decision-making over short-term tactics
If you’re looking for reassurance, alignment, or a second opinion - this session is a good place to start.
This session was recorded live from our Dubai office and reflects the long-term planning approach we take with clients across the UK, Europe, the Middle East, Asia and beyond.
Our Speakers
Ravi Gill
Wealth Planner
Ravi has been in the financial services industry for eight years, gaining extensive experience and expertise in assisting clients worldwide. His knowledge and dedication to client service are second to none. In addition to his global advisory work, Ravi has earned UK Level 4 and UK Level 6 Pension Transfer qualifications from the London Institute of Banking and Finance. He is also US-qualified under FINRA. Before entering the industry, Ravi studied International Business Management with Finance.
Ravi assists clients with UK and US based pension assets, ensuring they understand the mechanics of their current arrangements and compare them to other options that could be beneficial for them. Ravi builds long-lasting relationships with his clients to ensure he remains their adviser up to and throughout their retirement and assists with all their financial planning goals and needs.
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What To Do Next
If this session prompted reflection
For many people, the most valuable outcome of a strategic reset is clarity - understanding where you stand, and whether your current approach still fits your life today.
If you’d like to explore this further, you can book a complimentary strategic review with a member of our team.
This is a no-obligation conversation designed to:
- Sense-check alignment
- Identify gaps or drift
- Discuss whether changes are needed - or not
