Our primary aim is to maintain and enhance our clients' financial status. We understand that no two individuals are alike. Our experience tells us that the process of getting to know you, learning about your financial aspirations and goals is time well spent.

 

Your Objectives

When deciding on your optimum investment strategy We recommend an independent and in depth analysis of your overall objectives. Whether, when and how these will be achieved depends upon the detail of the questions posed at this stage.
 

These should include:-

• The level of risk you are prepared to accept. The art of investment management is, in a sense no more than getting the balance right for your personal needs between risk and reward.
• The proposed duration of your investment.
• The level of return you hope to achieve.

Once you have clearly defined your investment objectives, you will be better placed to make informed decisions aimed at meeting those goals.

There are still further factors however, which should also be evaluated before making your final decision, including:-

• Any tax implications when choosing an investment.
• Whether you wish your investment to generate income.
• The costs and flexibility of the investment.

 

Charges

We  do not charge fees.

For the most part, International Investment Companies, Offshore Banks and Capital Management Companies do not have their own sales forces. Instead, they offer remuneration to Independent Investment Brokers, for introducing their products and services. As a result we can offer comprehensive, unbiased recommendations and first class customer service, without the need to charge clients additional fees. All or most of our financial services are provided by St. James International.
 

Offshore Financial Institutions

The financial institutions that we work  with are based offshore, in secure locations and offer clients the highest levels of security, confidentiality and tax free growth. The high levels of security and confidentiality offered under the policy holder protection scheme, provide levels of protection similar to those in the United Kingdom. 

 

Market News links

If you would like to read up to date news and views on world financial markets, please click on one or more of the links below. This list is a selection of a just few organizations who provide independent information of a financial nature.

• BLOOMBERG
• DOW JONES
• FINANCIAL TIMES
• FTSE 100
• NASDAQ
• STANDARD AND POOR
• YAHOO FINANCE

 

We will prepare a report and outline recommendations for initial discussion. The initial stage will not cost you anything or commit you. We are able to take this approach because the majority of our recommendations in the past have been taken up and so we feel confident to invest time and money in the initial discussions.

 

All staff are highly professional motivated individuals, chosen from amongst the industry's best and comprehensively trained, from the receptionists to the directors who understand that attention to detail and impeccable levels of customer service are vital.

If you would like to find out more about our approach we would be delighted to hear from you. ( needs a contact us that emails me)

 

As independent  Investment Brokers and Advisors, we are able to offer a wide range of products and services to meet individual requirements, whatever your needs, be they Regular Savings, Retirement Planning, Portfolio Management, Corporate Services, Estate Planning or Education Funding, whilst you live  in the UK or work overseas. We specialise in providing independent financial advice for international investors. As well as providing a legitimate way to minimise your tax liability, there are other important reasons to consider investing and banking offshore including asset protection, confidentiality, and potentially better returns.

We welcome the opportunity to discuss your requirements with you. 

The following is a brief summary of events which you can expect to happen once you decide to find out how our services may be of benefit to you:

Depending upon your location and or jurisdiction, we may be able to offer all or part of our services. Please check with our local office to ascertain what services are available in your area.