We are a firm of Independent Financial Advisers that help expatriates plan , schedule and organise their financial lives. We cater to clients of varying professions and nationalities in addition to small and medium sized companies. Geographically our clients are based and operate in many jurisdictions around the globe, as such we offer and embrace all forms of digital communications to maximise efficiencies.
How we operate as expat financial planning advisors
Our extensive experience which is directly related to the financial services industry exceeds 30 years during which we have adhered to the principles, ethics and regulations of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) - these credentials are rarely found in the offshore financial planning market space.
We do not work for financial institutions nor do we work for financial services product providers.
As independent financial advisers we are well-placed to offer YOU a truly independent advice service encompassing a range of expat related financial planning issues that matter to YOU and YOUR loved ones.
We help you to understand your current financial situation and help guide you towards your specific financial goals.
We operate a 'Plan - Do - Review' approach to financial planning which is holistic in nature and designed to keep you on track to meet YOUR chosen financial goals.