Are You Struggling to Sort Out Your Existing Pension Plans Because..
You are too busy and don’t understand them.
The existing arrangement is with a company who are difficult to call or get information from which is easy to understand and the statements they send out are confusing.
Many of our clients think that because they have an existing pension or saving arrangement with a ‘big company’ it is being managed and looked after.
Meet The Team
Your Partners in Prosperity
Our Team
Our clients are typically expatriates who need complex, personalised advice and access to an international range of financial products, to take advantage of their offshore status. Many of our clients may have unique questions with regard to their circumstances, where normally it is hard to get advice. This could, for example, be a situation where a client has a spouse of a different nationality, they possess assets in multiple jurisdictions and would need an internationally applicable investment strategy to preserve and grow their capital.
We are not tied to anybody and work with various providers to make sure we have a suitable range of products that fits individual needs. We cooperate with both large multinational and boutique firms and we do a thorough due diligence on each provider, to make sure it is geared to living up to our and our clients’ expectations.
Meet Our Team
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