About Us

expat-professional-financial-plannng-advisors
 

Who we are

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.

Personal-Finance-Society-(PFS)
Chartered-Insurance-Institute-(CII)

What to expect from us

Having completed a "Client Review" document we will design a personalised 'financial roadmap' for YOU.

We will also alert you to any potential pitfalls that may exist in your circumstances - these could include issues related to hospitalisation , long-term disability or critical illnesses that could impact your income and your ability to reach your goals.

We will also highlight any opportunities that may exist in your particular circumstances when designing your financial planning strategies.

A financial planning relationship is no different to any other professional relationship - it requires two-way communications.

Together, and on a regular basis, we review the progress of your various programmes and discuss any amendments or adjustments that may be necessary taking into account any changed personal circumstances , market events and risk tolerance issues.

Throughout the entire process , and continually whilst your objectives are being sought , we remain at hand to support and guide you.

Clients are offered a choice of either fee or commission based models - further details will be provided upon request or during the initial advice process.

Connecting with us is easy and straightforward - simply choose your preferred method of communication - rest assured we will respond very promptly.

If you would like to read verifiable Linkedin client testimonials please visit our home page - client comments are of course what count most.

Further resources

Market Indicator - Momentum fund management provide insightful views on their belief of market direction
Video Updates - Watch and listen to our Discretionary Fund Manager (DFM) partner videos. The videos provide an insight to the managers thoughts and feelings in respect of market events alongside specific details on portfolio performance
Market Scope - e-newsletter - don't miss out on important market events - subscribe now its Free
Our Blog - Commentary and updates on market events - insurances - pensions - investments - taxation and all other issues related to expat financial planning

Who we are

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.

Personal-Finance-Society-(PFS)
Chartered-Insurance-Institute-(CII)

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.

Having completed a "Client Review" document we will design a personalised 'financial roadmap' for YOU.

We will also alert you to any potential pitfalls that may exist in your circumstances - these could include issues related to hospitalisation , long-term disability or critical illnesses that could impact your income and your ability to reach your goals.

We will also highlight any opportunities that may exist in your particular circumstances when designing your financial planning strategies.

What to expect from us

A financial planning relationship is no different to any other professional relationship - it requires two-way communications.

Together, and on a regular basis, we review the progress of your various programmes and discuss any amendments or adjustments that may be necessary taking into account any changed personal circumstances , market events and risk tolerance issues.

Throughout the entire process , and continually whilst your objectives are being sought , we remain at hand to support and guide you.

Clients are offered a choice of either fee or commission based models - further details will be provided upon request or during the initial advice process.

Connecting with us is easy and straightforward - simply choose your preferred method of communication - rest assured we will respond very promptly.

If you would like to read verifiable Linkedin client testimonials please visit our home page - client comments are of course what count most.

Further resources

Market Indicator - Momentum fund management provide insightful views on their belief of market direction
Video Updates - Watch and listen to our Discretionary Fund Manager (DFM) partner videos. The videos provide an insight to the managers thoughts and feelings in respect of market events alongside specific details on portfolio performance
Market Scope - e-newsletter - don't miss out on important market events - subscribe now its Free
Our Blog - Commentary and updates on market events - insurances - pensions - investments - taxation and all other issues related to expat financial planning

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