It is of course very easy to make claims and statements - what is not so easy is to obtain substantiated client testimonials.
Our client testimonials are easily verifiable as they all appear on Linkedin.
Please take a few moments to read what some of our existing clients have to say - a number of the testimonials are from clients that we have been advising for decades !!
Start Your Financial Planning Review Today
In 'getting-to-know' our clients we use a thorough and comprehensive “Client Review’ document to gather all pertinent details in order that we can provide the most coherent and sensible advise possible.
Our "About Us' page provides further detail about who we are , how we work as expat financial planning advisers.
If our structure, process and style is in keeping with yours we may well be a good fit in making your financial objectives and aspirations become reality.
Why not start by requesting the "Client Review" document ?
We sincerely hope and look forward to welcoming you as a client soon.
Market Indicator - Momentum fund management provide insightful views on their belief of market direction
Video Updates - Watch and listen to our Discretionary Fund Manager (DFM) partner videos. The videos provide an insight to the managers thoughts and feelings in respect of market events alongside specific details on portfolio performance
Market Scope - e-newsletter - don't miss out on important market events - subscribe now its Free
Our Blog - Commentary and updates on market events - insurances - pensions - investments - taxation and all other issues related to expat financial planning