Mrs White is a professional from the UK. She is in her mid-40s and has been living in Milan for several years. She was approached by a large offshore financial advisory group with offices in Milan. They convinced her that her UK pension would be better if it was transferred to a Malta-based QROPS. After […]
Thomas Andrew Goold and Adam David Smith, trading as Valiant Wealth, are members of OpesFidelio and authorised to give financial advice subject to contract in parts of the EEA (Excluding the UK). OpesFidelio is a trademarked network of the Aisa Group which includes Aisa Financial Planning Ltd. Aisa Financial Planning is authorised and regulated in the UK as an independent financial adviser for UK retail clients by the Financial Conduct Authority and has permissions throughout the EEA under both directives IMD and MiFID.