Cross-border wealth management & financial planning for international clients. We deliver financial solutions which also includes appropriate property, planning and protection strategies. The India Desk provides local planning & remote assistance to clients worldwide.
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Financial Planning
Open an investment account | Start a savings plan | Apply for life assurance | Medical insurance | Income protection
Property Purchase
Buy an international property | Apply for a mortgage | Rent your property | Find out your capital raising options
Currency Exchange
Send foreign currency | Get better exchange rates | Decrease your costs | Reduce currency fluctuation risks
Dealing Account
Select a platform | Buy funds, shares or bonds | Keep it tax efficient | Grow your capital
The India Desk
Open an INR investment account | Start an INR savings plan | India specific matters | Ask for remote assistance
QROPS
Transfer your UK pension | Select the right location | Ask us to manage your pension | Access your pension
Investment Process
How we save & invest | The process we follow | The advice you may need | What you can expect
Wealth Location
Protect your wealth | Select the right location | Keep it tax efficient | Keep it private & confidential
Wealth Management
How we organise your savings & investments | Ask us to manage your existing plans, portfolios or pensions