Monday, 19 January 2015

Expat Investments - Get a better deal!

Do yourself a favour today and get a better deal!

As a regulated independent company, working with clients all over the world, we can secure preferential terms for your investments.

I often speak to clients who are in the process of looking at offshore investment options for the first time or clients who have previously agreed to invest into an offshore investment structure only to find that the platform they are using is either expensive or not suitable for their needs. If you already have or are thinking of investing into an investment platforms/investment company then take 5 minutes to speak to us first. We are able to negotiate preferential rates for our clients with the following providers or may be able to recommend a more suitable investment for your situation and requirements - why pay huge commissions to advisers when you can have that money in your pocket instead?

  • Generali International & Generali Pan Europe & Generali Worldwide (inc. vision, personal portfolio bond (ppb) & choice)
  • RL360 (inc. personal investment management service (pims) & quantum)
  • Skandia International & Skandia Ireland (portfolio bond, capital investment bond & managed savings account)
  • Old Mutual International
  • Prudential
  • Hansard 
  • Friends Provident & Friends Provident International (inc. premier, reserve & advance)
  • Offshore Bank Accounts
  • Tax structures (personal and corporate)
  • & many others - if your proposed investment is not on the list we can still help!

Where the recommended investment is suitable for your needs we can almost always reduce the fee structure on the accounts, however, there are often better options available depending on your circumstances. Where you already have an investment with one of the companies above we can normally re-broke the investment to reduce the charges at no cost to you. Combine it with a portfolio review and get your savings and investments on the right track!

We have client’s worldwide, in-house tax barristers, chartered tax accountants and Finsbury Sport where we manage the wealth of some of the top sports professionals. We pride ourselves on the professional, discreet and precise nature of our advice for clients in all circumstances.

Contact me HERE

Have a great day! Andrew Lumley-Holmes.

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