Individual Financial Planning
“Your gateway to financial freedom”
Benefit from our professional financial advisory with over 30 years of experience
You can expect more than mere index tracking. Our focus is on building long term and direct relationships with a select group of private clients. We offer professional financial advice to British expats and international clients, developing individual financial plans to meet their objectives. In doing so we consider many facets and help to evaluate current and future needs. Whether you are planning for retirement or preserving wealth for future generations we will help you define clear goals and offer professional financial advice.
Personal Approach
In a increasingly digital world personal relationships become more important than ever. Although access to financial instruments has become easier thanks to technology, making decisions has remained a daunting task for individuals. That is why clear advice becomes invaluable. Feel confident in knowing that a person rather than a computer is taking care of your finances. Clients are people, not just another number.
Our Aim…
…is to generate sustainable returns by three mechanisms.
Firstly, we invest with a “Sleep Test” rule, which means that we do not have investments which keep us awake at night.
Secondly our priority is with not losing money in the chase for growth.
Thirdly, by compounding returns year over year.
It is impossible to predict the best time for an investment therefore clients need investments to build financial security. This can be achieved through investments with experienced professionals with a proven track record in diversified asset management.