If you are UK Resident – Non Domiciled or globally mobile due to work commitments, then it’s not always easy to make longer term plans for things such as family protection, retirement planning or general wealth management because of so many variables to consider such as tax implications and the major financial decisions that you make today could have significant and life-changing consequences in the future. It is therefore essential that you seek International Independent Financial Advice from people you can trust.
Please browse our website to find out more about who we are, how we can help, our products & services, experience and expertise and how we conduct business, or contact us for further information.
Most Independent Financial Advisers (IFA’s) in the UK are generalists and tend to focus on providing financial advice to UK resident/UK domiciled clients. Of course we can do the same, but what really sets us appart from the rest is our particular expertise and years of experience in dealing with foreign nationals here in the UK.
We work in partnership with our clients, and other professional advisers such as Solicitors, Accountants, Tax Advisers and other generalist IFA’s, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance, regular reviews and guidance.
We individually tailor our services and ultimate solutions to each client (as no two people or circumstances are ever the same) and most importantly we review your financial plans on a regular basis (frequency set by you), to assess if they are still appropriate to your needs and performing as they should.
The word ‘trust’ is at the heart of everything we do. We do not look to market products or services for short term gain. We look to build and maintain a longer term ongoing relationship with a relatively small number of high net worth and ultra high net worth clients who appreciate service with a personal touch.