Professional financial services
regular savings plans
Investment planning and management
We work with regular savings plans, as well as lump sum investments or a hybrid of both. We specialise in designing and advising on the best portfolio allocation depending on the client’s attitude to risk, capacity for loss, investment preferences and objectives.
In our portfolios we use the best investment providers for the cost which allows us to maximise the potential returns.
goal-based planning
Financial planning
Every financial journey is unique, therefore we tailor-make your finances around you and your circumstances. Adjusting it every step you take, to match your desired goals. Whether this is the plan for the nearest future or your long-term goal, we lead you the best possible way in achieving it.
Our specialties are goal-based planning, planning for your kid’s future, retirement planning and more.
retirement provision
Pensions planning
We specialise giving precise advice on your existing pension plans and their maximisation, as well as planning for your future retirement provision, down to consolidating your existing plans and making them portable worldwide. Our advisors are experts in international pensions and their maximisation.
income protection
Protection
Insuring yourself and your family is one of the basic and key financial planning objectives. We analyse your protection needs and present you with the precise plan for your income protection, critical illness or life cover. There is never enough planning to make sure you are covered.