ABOUT USCLIENT PAGESPLANNINGCONTACT USHOME
   
 

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

 
     
 
   

 

 

ABOUT US

Experienced Financial Adviser since 1969.

Originally in the U.K. until 1999, now in continental Europe.

Financial Planning for Companies and individuals, with clients in Benelux, France and most of Europe.

We specialise in:

QROPS, Wealth Management, Tax efficient Financial Planning for Ex-pat Individuals, Families and Companies.

Pension Planning and Savings schemes for future events - e.g. school fees, weddings or a boost to retirement capital etc.

Inheritance Tax Planning and Life Assurance.
Personal no-obligation consultations and Seminars for company employees and affinity groups.

We enable our clients to:

Reach their financial goals, protect their assets and achieve a secure financial future for themselves and their families.

Clients throughout Europe, e.g. Employees of NGO's, Multinational Companies or self - employed. Retirees wanting to enhance their capital and income.

Part of an International Network of Financial Advisers, sourcing excellent products and funds.


We act independently and work in conjunction with fully regulated and authorised companies.


The site contains information on various products, but you should not regard this as an offer to subscribe without reference to the relevant prospectus, all charges / fees / advisory cost can be found on line, if you cannot find what you are looking for, or if the information is not clear. Nothing on this site should be construed as investment advice. Some products and services may not be legally available to residents of certain countries and jurisdictions. If you are unsure as to whether a product is suitable for you, please seek professional advice from us before proceeding.