What we do
In conjunction with well-respected international insurance companies we provide unbiased advice on offshore Portfolio Bonds, QROPS, Life Assurance & Health Care.
Completely independent, with no ties to any banks or insurance companies, following a comprehensive review of your current circumstances and future financial objectives, we help select and arrange tailored solutions to meet your needs.
Our solutions offer many features that make them suitable for medium to long term investments. We work with a number of leading offshore insurance companies such as Old Mutual International and SEB Life International.
Should our insurance company solutions not be suitable to meet your objectives then our affiliated companies can offer a wider range of services.
With us you are not an account number, you have a name and you will always speak to someone who knows you.
Online, on time, every time. On demand, simple-to-manage state of the art portal will keep you informed of exactly what is happening to your portfolio.