Cross-border wealth management & financial planning for individuals & businesses. The India Desk provides regional financial planning & business support through remote assistance for clients worldwide.
QROPS Regulatory Changes
Portfolio Diversification
Sanlam AI Fund December Update
November 2019 Market Insight
October 2019 Market Insight
September 2019 Market Insight
Augest 2019 Market Insight
July 2019 Market Insight
June 2019 Market Insight
May 2019 Market Insight
April 2019 Market Insight
Currency Exchange
QROPS Charges
Peer to Peer Lending
Financial Planning
Open an investment account | Start a savings plan | Prtotect your family | Cross-border business planning
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