Most expatriates will have either surplus income or spare cash that they need to do something with.
The question is; what?
There are a bewildering range of savings and investment vehicles and options available to the expatriate investor, and a seemingly endless supply of people willing to invest this for them.
However, building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.
We can help.
Following a detailed review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for your asset portfolio. Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met, whether these are to build up a fund for school fees, accumulate a fund for future spending or boost your retirement pot.
In order to determine the best solution for you, meet with one of our advisers, who will asses your current situation, or issue that you want addressed, and will construct an effective affordable solution specially tailored to fit your needs.