Investment Planning for Expats
LETTING YOUR MONEY WORK FOR YOU
Some of us are so busy working to make money we forget to make the money work for us in return. Saving and investing is the surest way to bring you closer to financial freedom.
When it comes to investment planning we can provide you with the support and guidance you need. Our expertise and experience covers tax efficient structures, international investment platforms and ethical investing.
We work with clients across the globe to formulate long-term financial plans based on their own unique circumstances and goals.
We operate a 100% transparent fee-based model of advice. We are truly independent and put the prosperity of our clients first in order to build successful long-term relationships.
INTERNATIONAL INVESTMENT PLATFORM
The International Investment Platform provides a perfect vehicle for expats to save and invest.
- UK REGULATED AND ADMINISTERED
- ASSETS HELD SECURELY
- FLEXIBLE ACCESS (NO EARLY SURRENDER PENALTIES)
- MAKE REGULAR OR AD-HOC CONTRIBUTIONS
- ACCESS TO THOUSANDS OF FUNDS
- ACCOUNTS AVAILABLE IN MULTIPLE HARD CURRENCIES
- MONITOR ONLINE 24/7
- LOW-COST
REGULATION
The Platform account is administered by a UK FCA regulated company with first class customer service support.
SECURITY
Assets are held in a segregated account in accordance with UK FCA’s client money rules. Ownership remains with you at all times.
ACCESS
No exit fees apply meaning you are always able to access your investments when you need them.
SAVE
Starting with an initial lump sum you then have the flexibility to make contributions as you wish either through regular amounts or ad-hoc top-ups.
INVEST
Wide investment choice including access to thousands of institutionally-priced funds (including ETFs), model portfolios, ethical funds and world class discretionary fund managers.
CURRENCY
You can hold multiple accounts with a choice of hard currencies such as US Dollar, Sterling, Euros, Swiss Francs, Australian Dollars, Hong Kong Dollars and many more.
ONLINE
The secure web portal allows you to track your investments 24/7 with detailed performance data and analysis.
COST
The platform offers excellent value for money as it is FREE to establish, has low ongoing costs and access to institutionally-priced funds.
Get in touch for a FREE consultation
We firmly believe that your location in the world should not be a barrier to receiving fair, independent and transparent financial advice that you can trust.
We work with clients across the globe and can offer you a FREE initial consultation wherever you are.
It all starts by getting in touch!
Simply complete the contact form and someone will be in touch for an informal chat to discuss how we can help.