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Private individuals

We recognise that your personal and financial circumstances are unique. So we take time to get to know them, before we advise you on how to protect and enhance your wealth.

We believe in taking a balanced, long-term approach to your financial planning. It's this thinking that has enabled us to establish lasting relationships with our loyal and diverse client base.

Investments

We can help you to create and maintain the right investment strategy, whether it's to grow your wealth or invest for income. Build an investment portfolio to suit your investment style.

More about investments Socially responsible investments

Regular savings

Build a lump sum in a secure location. Flexible, international savings products with a choice of currencies for people living and working overseas.

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Retirement planning & pension transfer

We've accumulated over 30 years' experience advising expatriates and people working abroad on their international pension plans. We can advise you on pension transfer too.

Retirement planning Pension transfer

Life & lifestyle insurance

Protect your loved ones with competitive international life, critical illness, disability and private medical cover.

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Home, motor, boat and specialist insurance

Protect your property and possessions with competitive international home, motor, boat and specialist insurance.

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Tax & trusts advice

Protect your personal wealth with inheritance, estate, and succession planning. We also advise companies and institutions on tax planning.

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Ethical investments

We can help you to select the most appropriate funds for your investment portfolio, having been involved in socially responsive investing since the launch of the first socially responsive fund in 1984.

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Property financing

Secure the right financing or mortgage solution for your international property purchase through our established relationships with domestic and international solution providers.

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Education fees planning

Give your children or grandchildren the best start in life by building a lump sum to pay for their school and university fees.

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Currency exchange

Through our foreign currency partners, we can help you to get the most from your currency transactions with preferential rates. We'll explain how it all works too.

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Click here to arrange an informal chat about protecting and growing your wealth - without obligation Conversations will be conducted in your own language.

Corporate services

We offer a range of financial planning advice to companies and organisations, including employee benefits schemes, pension related services, and corporate tax planning.

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