Personal Finance Management (PFM) advise on investments protected with Government backed security, through highly regulated offshore investment centres, i.e. Jersey, Guernsey or the Isle of Man. This provides our clients with the highest levels of security, confidentiality and, protection under their policy holder protection schemes.

These locations offer unprecedented investor protection and provide up to 90% protection of your holding in the unlikely event of an investment companies failure, which is why offshore investment is the ideal solution for expatriates.

Our advisors provide clients with outstanding one-to-one personal service and advice. Our expertise includes considerable background and up-to-date knowledge of the investment, mortgage, health insurance, pensions and portfolio markets, and allows us to recommend to clients the best products available, in addition we have access to a talented support team who update regularly with any new tax and budget issues.

We use fund management houses such as MAN, Miton Optimal, Castlestone, Appleton, Dawnay Day and many other leading companies.  

Opening bank accounts is never simple but our connections with Standard Bank, Singer & Friedlander and Abbey International gives you access to the best locations available.

Health Insurance is a necessary purchase for us all and we can provide instant cover from many companies including Healthcare International, William Russell, BUPA ,Prudential, IMG, Goodhealth, and NZI.

All these relationships allow us to provide you with a huge choice, making us truly independent.