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Our Services. |
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Our clients are private individuals as well as businesses and we appreciate circumstances will be different in
each case. We treat everyone with the same professional approach.
Once our client is happy to proceed we can agree either on a commission or fee based service dependent on the individual’s situation or preference.
A structured approach.
We feel the key to optimising a client’s financial plan is to ensure
their priorities are established and confirmed at the initial meeting.
At this meeting we
begin to understand our client's requirements and we try to
answer any specific questions or concerns the client may have.
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By using a structured and methodical approach we ensure we cover the
client's key issues and priorities, such as protection and future
financial provision.
Once the key elements have been covered we look at other areas such as appropriate products for savings and
investments to complete our client's financial portfolio.
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International Services.
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.
Expatriate Mortgage Specialist.
If you're a British expatriate living or working
abroad there can be many financial advantages to owning
a home in the UK. We can source flexible mortgage
packages for the purchase of UK property, either as a
second home, to rent out, or to live in when you return
to the UK.
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.
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IMPORTANT NOTICE.
The information contained within this website is subject to
the UK regulatory regime and is therefore restricted to
consumers based in the UK and UK expatriates.
Please read our
Disclaimer.
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