Our services
Our Financial Services include:
Financial Planning for Individuals - Tailor-made financial plans to meet your short, medium and longer term financial and investment goals.
Financial Planning for Companies - Design and delivery of cost effective company pension and group insurance schemes, taking into account tax and administrative issues to help provide a highly motivated work force.
Financial Planning 4Women - provides a professional and accessible platform for women to gain good advice and take steps to provide for their future and retirement.
Retirement, Redundancy and Relocation Planning - A comprehensive service for employers aimed at assessing and advising high level executives on the financial implications of retirement, redundancy and relocation.
QROPS (Qualifying Recognised Overseas Pension Schemes) – Advice, based on your objectives, to help you analyse whether to transfer your UK pension benefits either to Belgium or to another well regulated jurisdiction within Europe or the Channel Islands.
Investment and Asset Allocation – Advice on lump sum investment and savings strategies based on the individual’s Risk Profile. Combined with tax planning opportunities for those living, working, moving around and retiring in Europe, including the UK. Structures used include Offshore and local Insurance Bonds (Branch 21 & 23, assurances vie) and investment platforms.