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Expatriate Financial Planning

Helping expats achieve their financial goals

Our purpose is to assist , advise and guide seriously minded expatriate individuals and small to medium size business’s, plan their financial futures. We accomplish these tasks by adopting a holistic approach to financial planning.

This means we take into consideration all aspects of a clients current set of circumstances , we listen to each of the objectives being sought (and assist in creating objectives if none are set) before we work on summarising options , pitfalls and opportunities that lay between getting from ‘A’ to ‘B’.

Although this is a very simplistic outline of what expatriate financial planning is all about it does serve as a backdrop to what we do.

For 30+ years, membership of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) has set us apart and distinguished us from the vast majority of expat financial advisors.

Our business practice strictly adheres to the standards and ethics clearly laid down by both governing bodies.

Prospective clients can rest assured in the knowledge that they are dealing with professionals who have demonstrable qualities and qualifications.

  • Contact CSM Ltd

Expatriate Financial Planning

Helping expats achieve their financial planning goals

Our purpose is to assist , advise and guide seriously minded expatriate individuals and small to medium size business’s, plan their financial futures. We accomplish these tasks by adopting a holistic approach to financial planning.

This means we take into consideration all aspects of a clients current set of circumstances , we listen to each of the objectives being sought (and assist in creating objectives if none are set) before we work on summarising options , pitfalls and opportunities that lay between getting from ‘A’ to ‘B’.

Although this is a very simplistic outline of what expatriate financial planning is all about it does serve as a backdrop to what we do.

For 30+ years, membership of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) has set us apart and distinguished us from the vast majority of expat financial advisors.

Our business practice strictly adheres to the standards and ethics clearly laid down by both governing bodies.

Prospective clients can rest assured in the knowledge that they are dealing with professionals who have demonstrable qualities and qualifications.

chartered-insurance-institute-CII
personal-finance-society

It is of course very easy to make claims and statements - what is not so easy is to obtain substantiated client testimonials.

Our client testimonials are easily verifiable as they all appear on Linkedin.

Please take a few moments to read what some of our existing clients have to say - a number of the testimonials are from clients that we have been advising for decades !!

client-review-document

Start Your Financial Planning Review Today

In 'getting-to-know' our clients we use a thorough and comprehensive “Client Review’ document to gather all pertinent details in order that we can provide the most coherent and sensible advise possible.

Our "About Us' page provides further detail about who we are , how we work as expat financial planning advisers.

If our structure, process and style is in keeping with yours we may well be a good fit in making your financial objectives and aspirations become reality.

Why not start by requesting the "Client Review" document ?

We sincerely hope and look forward to welcoming you as a client soon.

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