Saturday, 28 June 2014

The IFA 4 Expats blog!

Welcome to the IFA 4 Expats blog!

The home of international, independent financial advice and information for expats around the globe.

The aim of this site is to keep expats around the world in touch with the changes and information that is useful to them to aid their often complex financial planning processes and investment choices.

About me: Originally from England I have been an expat since August 2008. I have been working in the wealth management / investment industry since I started my career. I spent 6 years working in the UK for Bank of America and HSBC. In 2008 I moved to Hong Kong where I spent 4 and a half years helping expats before moving to Russia in December 2012. I am now based between Cyprus, Moscow and London.

I work with people of many nationalities around the world. I have clients in South America, all across Europe and the UK, into Russia, North Africa, the Middle East and South East Asia.

I specialise in helping private clients and corporates to structure and manage their assets, investments and pensions in a tax efficient manner using a wide variety of trust's and investment platforms. We provide ongoing high quality investment and asset management advice on a wide range of international investments all backed by independent risk management and research. All our investment solutions are based around security and capital protection while generating good returns for clients on their money. We use a network of tax advisers and lawyers to ensure all our advice is accurate and correct.

The areas we help clients include: UK pension transfers, retirement planning, education fee planning, asset management, tax and trust planning, investment advice, portfolio management, independent financial advice, QROPS, company formations, re-patriation exit strategies, 2nd passports or citizenship by investment. 

Hopefully the info proves useful and informative.

Have a great day, 

Andrew Lumley-Holmes.

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