Independent Offshore Financial Advisors
Planning for your future
If you're looking for an investment advisory service that supports you, provides disciplined investing strategies and offers straightforward, easy speak advice, then you've come to the right place. We're in the business of catering to private clients globally, so if you've worked hard and saved throughout your life, we're here to ensure you retire comfortably.
We want to help improve your financial wellbeing - beyond just recommending an investment strategy. We'll stay in touch as your needs evolve and market conditions shift. We'll help you meet your longer-term goals with a strategy that's specifically designed for you. We believe an informed investor is a better investor - and a happier client.
Our strategic alliances with Coreharbour Ltd (Thailand) NEBA Wealth Management (Malaysia) Imperium Capital (Indonesia) & Elgin Asset Management (Cyprus) places us firmly in the driving seat as a truly Independent Offshore Advisory Service, focusing on, but not limited to, tax friendly jurisdictions such as the Isle of Man, Jersey, Guernsey, British Virgin Islands, Cayman Islands and Mauritius.
As a fully accredited member of the Chartered Insurers Institute (CII number 001573233C) my team and I are dedicated to helping you get the most from your money and if we can't do it, one of our associates companies can.
It takes something special to understand the power of money and how to turn it into lasting wealth. Growing, protecting, and preserving wealth, is the true test of financial character and as such, it’s our intention to help you achieve your goals by guiding you every step of the way.
Your trust stems from us doing what we say we're going to do, while assuring you that in our book, " Integrity, transparency and professionalism" are imperative - Our reputation is everything.
Why us?
We've have been both helping and working with ex-pats since 2004. We don't charge you with unnecessary fees or share your information with third party groups and we're fully aware that making important decisions about what to do with your money's quite daunting at times, especially with all the options available out there.
The only thing our clients have in common is us, and we work diligently to create a unique solution for each and every one of you. We understand the responsibility we are given when our clients entrust us with their money and as such, whatever’s on your mind, it can pay to seek professional advice to help secure the best financial future for you and your family.