25+

Years of Experience

ABOUT Premium Advising

About Us

As a dedicated financial advisor, my focus is on providing you with tailored, strategic solutions that are designed to help you achieve your unique financial aspirations. I believe in a highly personalized approach to financial planning, taking the time to understand your individual situation, challenges, and long-term objectives.

Whether you are planning for retirement, building wealth, managing debt, or simply looking to secure a more stable financial future, I am here to help. My goal is to create custom strategies that align with your specific needs, guiding you toward financial security and peace of mind.

With more than 25years of experience and a deep understanding of the ever-changing financial landscape, I offer practical, actionable advice that is grounded in expertise. I do not just offer off-the-shelf solutions—I take pride in crafting plans that are as unique as you are, helping you navigate the complexities of finance with confidence.

When you work with me at Premium Advising, you can expect clear communication, transparency, and a commitment to your success. I am here to provide ongoing support, ensuring that your financial strategy evolves as your needs change, and that you stay on track to achieve your goals—now and in the future.

Your financial journey is personal, and I am here to make it easier, clearer, and more rewarding every step of the way.

My Vision

My vision is to be a trusted partner in your financial journey, providing expert guidance that helps you build a secure and prosperous future. I aim to simplify the complexities of personal finance, offering clear, actionable advice that empowers you to make the best decisions for yourself and your loved ones.

I envision a world where individuals and families feel confident and in control of their financial well-being, equipped with the knowledge and tools to navigate life’s challenges and opportunities. My goal is to help you not only achieve financial success but also cultivate the freedom to live life on your own terms, free from financial stress or uncertainty.

Through personalized strategies and ongoing support, I strive to create lasting relationships that go beyond mere transactions. Together, we will work towards achieving your financial goals, so you can enjoy a future that reflects your values, dreams, and ambitions.

My Mission

To empower you to make informed, confident financial decisions that support your life goals. I am committed to providing you with personalized advice and tailored strategies that fit your unique circumstances. Whether you are planning for retirement, growing your wealth, or securing your family’s financial future, my focus is on helping you navigate the complexities of finance with clarity and confidence.

I believe in building long-term relationships based on trust, transparency, and mutual respect. By taking a holistic approach to financial planning, I strive to provide solutions that not only address your immediate needs but also position you for lasting success. My ultimate goal is to help you achieve financial freedom, so you can live the life you envision, with peace of mind every step of the way.

My History

With over 25 years of experience in the financial services industry, I have dedicated my career to helping individuals, families, and businesses achieve their financial goals with personalized, strategic guidance. As an Investment Analyst and Financial Advisor, my journey has been built on a deep understanding of financial products, market trends, and the unique circumstances of each client I work with.

I hold an ICFA certification from the Chartered Insurance Institute (CII) in London, and I have been a proud MDRT Member since 2002—recognition that underscores my commitment to excellence and providing exceptional service to my clients. Throughout my career, I have developed a strong expertise in crafting comprehensive financial plans that include budgeting, retirement planning, wealth protection, and investment strategies tailored to individual needs.

In my current role as Senior Vice President at Continental International Group LLC in Dubai, I oversee a diverse portfolio of clients, advising them on a wide array of financial matters such as private equity investments, tax strategies, estate planning, and insurance solutions. My approach is deeply personalized: I recognize the distinct financial circumstances of each client and develop strategies that are aligned with both their immediate needs and long-term goals.

Throughout my career, I have advised clients on complex issues, from UK inheritance tax planning and US SITUS assets tax planning to Private Placement Life Insurance (PPLI) and Universal Life Insurance (ULI). I take pride in analyzing market trends and adjusting financial strategies to optimize returns and ensure my clients’ portfolios are always aligned with their evolving objectives.

Our Plan Makes You Feel More Comfortable in Tax Management

Discover how we simplify tax complexities and empower your success.

Tax Research for Financial Mastery

ABOUT KAPIL SHARMA

KAPIL SHARMA

Apply custom tools to help people reach their financial intentions with over 25 years of skill. With countless years of experience in the industry, I am Senior Vice President at Continental International Group LLC based in Dubai and an MDRT Member since 2002 – therefore my mission is to raise your portfolio even higher through customized planning on investment, retirement, tax as well as estate planning.

As an ICFA from CII London, I specialize in private equity investments/wealth protection/tax saving/etc. I aim to understand the specific needs of each client and tailor comprehensive plans based on your short-term and long-term objectives. Through proactive, informed recommendations my full discretionary wealth management is about financial security; allowing clients to act with confidence and embrace their future.

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We're Here to Help You Achieve Your Goals

Our mission is simple: to make financial success attainable through personalized, transparent, and actionable advice. Whether you need help with investment planning, wealth protection, tax optimization, or estate planning, our team is here to guide you every step of the way.

25+ Years of Expertise

We bring decades of knowledge and experience to every client relationship.

Personalized Service

We take the time to understand your specific needs and goals, creating solutions that work for you.

Holistic Approach

We integrate all aspects of your financial life, providing a comprehensive strategy that ensures long-term success.

OUR TEAM

Meet Our Professional Team

At Premium Advising, we’re committed to helping you navigate the complexities of financial planning and make informed decisions that lead to lasting success. We don’t just offer advice—we offer a partnership that drives real results.

Mark Joseph

Tax Expert

Ella Grace

Tax Expert

Kylian Herrera

Tax Expert