Request your free introduction to an Investment and Wealth Management Specialist
Gain a better understanding of your investment and wealth strategy options with independent wealth management advice tailored to you. Request a free introduction and we’ll connect you to one of our trusted wealth management partners.
Simply provide us with your details using the form below to give us a better understanding of your situation and objectives to help is select the most suitable partner from our in our network.
Specialist investments advice
Our independent experts are qualified to assist with the nuances of the unique investments and financial planning considerations for people living abroad.
Whatever your requirements, our experts will be able to help.
Free initial consultation
Our hand selected independent investments expert will offer an initial free consultation lasting around 15 minutes to provide trustworthy answers to your general questions.
If you need further assistance, a more detailed discussion can be arranged which will incorporate a in-depth fact-find regarding your situation and risk analysis.
Tailored investment advice
All of the experts in our network are selected through a rigorous selection process and are hand selected based on the information you provide.
No automation, no robots, no algorithms. Just tailored advice you can trust.
What's included in your free introduction.
Once your introduction has been made, you will be invited to arrange a short discovery call to discuss your situations and answer some general questions. The call will last no more than 15 minutes and will be conducted via Zoom, Teams, WhatsApp or email - whichever is more convenient.
Please be aware that this discovery call will not provide you with free advice, but it will enable you to understand the services on offer and establish whether you would like to work with our partner in a formal capacity. It will also enable you to have some general questions answered, but nothing specific about your particular situation.
Following your discovery call, our partner will provide you with a proposal and fee quotation so that you can decide whether to proceed with formal services.
There is no sales push and you are under no obligation to proceed with any services.
