I'm an experienced Wealth Management Advisor with a demonstrated history of working in the financial services industry. Skilled in Negotiation, Business Planning, Mutual Funds, and Management. Strong support professional with a UAE Financial Rules and Regulations qualification focused in Financial Planning and Services from Chartered Institute for Securities & Investment.
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Some of my client's reviews:
Ethan has been my wealth advisor for the past 3 years and has managed to turn around my investments with great results. Always well prepared for our regular review meetings and provides accurate and tailored advise on the overall plan and possible adjustments. Highly recommending Ethan if you are looking for a solid financial/wealth advisor See less
I have been a client of Ethan's for over two years, I was very new to the ways of building wealth via the programmes his company offered. He walked me through them, explaining the risks and benefits simply and effectively. His guidance and advice have enabled me to ask the right questions and take an active part in planning my financial future. See less
Ethan is my financial advisor for three years already. I'm very happy with work and progress we made so far. He is very organized, punctual and always prepared. Have a great knowledge of the market and always available to give best financial advice. I would highly recommend him if you wish your future to be in safe hands. Keep up the good work. See less
Have been a client of Ethan’s for two years now and have enjoyed his knowledge of the markets and guidance through the rough market patches. Enjoy his honesty and will be a client as long as possible.
Ethan contacted me in 2018 to see if DeVere could help, I had drifted away from DeVere due to a lack of previous attention to my needs as a client. I have been absolutely delighted by Ethan, who to me has truly added value in my financial planning and preparation for the future. Whenever I think of investments now I always consult Ethan first and I am really pleased with the advice he gives. I have increased my provision through wise investment guided by Ethan and I am well on target to achieve my financial goals for retirement, whilst at the same time meeting my personal needs. As a financial advisor he has helped me to ensure I have a good balance of protection for my family and investment for the future. He has instituted quarterly financial health checks and is always watching out for my interests. I unreservedly recommend Ethan Sherlock as a true professional, who has developed into a good friend over the last 3 years. He is hard working and ambitious, whilst he has done very well for me with DeVere, I would be prone in the future to follow this individual rather than the company. See less