Spencer Lodge

Fund Advisers Managing Director Spencer Lodge has been at the very top of the international financial industry for over 18 years however, since leaving the deVere Group he has set about redefining the way their industry does business by offering expatriate clients a refreshing and jargon free approach to financial services. 

deVere Group will surely miss his drive and tenacity but he is now 100% focused on channeling all his efforts in to building the rapidly growing FundAdvisers.

Commenting on Fund Advisers, Spencer Lodge said “We place a huge amount of emphasis on getting to know our clients first before being able to give the right financial advice. Being an independent company allows us to fully research and establish the most appropriate life insurance or investment account from the tens of thousands of financial options available ensuring we firstly meet and later exceed our clients requirement.”

Transparency is also a key factor to the success of the company. “Every single one of our clients is given full disclosure on any fees and commission we will earn when a policy is taken out by the client as a result of our independent financial advice. It’s been a major factor to our success and a major differentiators between Fund Advisors and our competitors.”

Probably the biggest change made by Lodge was that he does not allow any one employed by his company to cold call prospects. “This simply isn’t the right way forward. We all hate being cold called and when dealing with important financial decisions such as pensions, investments and savings funds it really gives a bad first impression.

Fund Advisers host and present an ongoing program of free seminars where industry experts share their knowledge and insights on all aspects of the changing financial landscape - new legislation, pension changes, investment strategies and opportunities. These events appeal to our future customers as our events are informal affairs they feel comfortable to discuss their financial position and future requirements with us. “

Further information on their free seminar programs can be seen at http://www.fund-advisers.com/seminars

Fund Advisers is perfectly positioned within the financial industry and has established strong relationships with leading banks and insurance providers not just in the UAE but throughout the world. From these collaborations, we have developed many financial products that are unique and exclusive to Fund Advisers customers providing them stronger longer-term returns on investment when compared with many of the “off the shelf” solutions offered by our competitors.

Fund Advisers has over 50 staff employed in the Dubai office with more being added weekly to cope with demand for their services. For further information on Fund Advisers, visit their website at www.fund-advisers.com or contact them on +971 (0) 4 448 6650.

Article: Jessica Spear

Fund Advisers UAE

16th Floor

U-Bora Tower

Business Bay

Dubai

UAE

P.O. Box 50685

Fund Advisers are a regulated, independent financial advisory wealth management brokerage. We are fully regulated within the territories where we have permanent offices.

deVere Group is a trading name of deVere and Partners (UK) Ltd