Our wealth managers come from some of the world’s largest International Independent Financial Advisories, managed by a Senior manager of an International office originating out of the UK, one of the most regulated financial systems in the world.
Our Senior Financial Advisor has over 15 years of Financial Service experience, including 10 years as an Offshore Financial Advisor in Europe and Latin America, having a BA in Economics and fully qualified as an International (CiSi) and UK Financial adviser (CII).
With a wealth of experience covering Portfolio Management, Overseas Pension transfers, Education & Retirement planning. This experience is invaluable in understanding the objectives of clients helping them to achieve long-term planning objectives and financial success. Our Senior Advisor has a strong working knowledge of the offshore financial arena, and the challenges facing international investors.
He will be happy to guide you through the financial maze with clear and concise recommendations and explanations so you can call fully understand the process of offshore investing and the range of benefits this provides.
Financial education will also be provided to investors to improve knowledge and create a better more sophisticated method to manage your offshore financial assets.