Investors these days are bombarded with facts, figures and information; much of which will have a marked effect on their financial situation and investments. Furthermore, as individuals, they all have different goals and priorities, and consequently, have unique investment and financial planning requirements.
Here are just some of the services our expert financial planning consultants offer:
Portfolio Management
Consulting on Tax Free Investment
Retirement Planning focusing on Financial Retirement Planning
Lump Sum Investments
Savings for Capital Growth
Our consultants understand the need for unique solutions for independent individuals, and are trained to design and implement strategies to accommodate your often diverse needs and expectations, whilst of course, taking account of the prevailing economic situation.
Our aim is to provide all our clients with the opportunity to maximize their tax free investment opportunities and to provide them with the best of the available options for whatever their financial priority, be it retirement planning, portfolio management, lump sum investment or regular savings for capital growth.
Our typical clients are high net wealth expats from International firms such as Deloittes, BP, Ernst & Young, Vodafone, Linklaters, TNK -BP, ExxonMobile, Maersk, PWC, Deutsche Bank, KPMG, HSBC and many many more.
Our aim is not to sell our clients a product but to sell our service, we always try to give the very best advice!