A global leading wealth management consultancy, differentiating itself amongst its competition. Working with both retail and high net-worth investors, our approach is very simple, though effective: - Understanding the client, their investment needs and objectives - Affiliating with recognised financial institutions that can provide our clients with 'truly' innovative solutions- Transparent, unbiased advice and recommendations - To build a relationship with our clients based on trust, professionalism and deliverance of results. Areas we provide advice to our clients include: WEALTH MANAGEMENT - Both on lump-sum and regular savings plans. FINANCIAL PLANNING - Providing a holistic service to ensure you are can prepare for key future events, for you and your family. PENSION FORMATIONS/TRANSFERS - Expert advice relating to QROPS, QNUPS, OPES, EURBS for Irish pensions, Swiss pension transfers, Tax-efficient Retirement plans for US nationals OFFSHORE COMPANY FORMATION / INTERNATIONAL BANK ACCOUNTS / FX SERVICES GLOBAL CITIZENSHIP BY INVESTMENT SCHEMES SOPHISTICATED SOLUTIONS - Investment opportunities for sophisticated investors