This can be an accumulation of your home value, assets owned, pension savings, investments, liquid assets and alike. This can then attract specific skills to manage and optimise the portfolio. This is where a specialist Investment Consultant can be invaluable.
We source our specialist advisers all over the Europe, only selecting companies and advisers with the right qualifications and track record of providing high quality advice. We have advisers who are specialist in high net worth pensions and investments, fixed fee advice, defined benefit pension transfer advice, Fund tracing specialists, company advisers, inheritance and tax planning, life cover advice and much more