UK Expat Financial Advice.
Wherever you happen to live, we can offer you sound impartial
advice when it comes to organising your finances.
We're a UK based financial services company specialising in
providing independent financial advice to the British expatriate
community. We provide help and advice while you're away and
important continued support if you plan to return.
Professional Financial Advice process.
We adopt a structured advice process and any financial
recommendations will be given by a fully qualified
financial adviser
holding a full UK Financial Planning Certificate. This ensures you
always get the best possible advice, wherever you are.
See Financial Services Ltd is an appointed representative of Sesame
ltd, the UK's largest network of independent financial advisers.
We have many years experience of both UK and international
financial planning and first hand experience of living and
working abroad. We offer British Nationals a complete financial
planning service with the reassurance and convenience of dealing with an
established IFA based in the UK.
Our Fees.
We don't normally charge a fee for the advice we give, most of our remuneration is derived from the product providers
themselves, although if you prefer we can operate on a fee basis
only.
Our Approach.
Once we have received your request for advice we will normally
ask you a few questions to clarify your requirements. Once
you're happy to proceed, we will normally send you a fact find
document which consists of a number of simple questions about
your financial background. This enables us to start our thorough
advice process and will lead to a report and recommendations
taking into account your personal circumstances.
Important Legal Notes.
It is important for you to be aware of local financial
legislation before transacting business with offshore product
providers, please seek advice if you think local law prohibits
such activity. Please speak to a tax advisor to clarify your
personal tax liability before taking an offshore investment
product.
To comply with the UK prevention of money laundering procedures,
we will ask you for suitable proof of identification before any
offshore products can be transacted.
The FSA do not regulate some forms of offshore investment
products.
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