A modern approach to a traditional service
While your financial needs may be complex, it is our responsibility to empower you with the knowledge to choose the correct solutions. So before we do anything we make sure you understand your current situation fully and what is possible. Then we get to know you and your needs by asking you a number of detailed questions about your current finances, goals and aspirations.
We pair this with an expert knowledge of home and offshore markets to bring you in-depth advice that explores all the options available to you and makes clear anything that may impact your individual circumstances.
Our ultimate goal is to help you design your own financial future so you feel in control of your wealth.
Process
1.
We will start with a 1-1 meeting that enables us to gain an in-depth understanding of your position, both in terms of where you are now and where you would like to be.
2.
We will then begin the work of tracking down any pension pots and previous policies you may have collected over the years to get a clear picture of your financial position.
3.
We will then combine the two so you can clearly see what your ideal financial future looks like and what steps we need to take to make your future a reality, using your expat status advantageously and agreeing a risk approach that suits you.
4.
Once that’s settled we will research what products suit you best, across what time frame to create a personal financial plan that helps you to make your financial dreams a reality. Only then, with transparency and integrity, do we work with you to safeguard and maintain your tailored strategy.