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What we do

Being off service for our clients for over 30 years, we take pride in delivering intelligent advice and bespoke experience for clients within European community.

We strive to create a unique financial strategy that represents your personal circumstances.

Our knowledge & experience at your service.

COVID-19 update:

We are operating via safe online and telephone consultations, providing you with the same excellent service as meeting in our office.
Just coffee and tea will not be served to you.

You will need our help if you

 

Have not enough time to manage your current and future financial affairs

Require expert financial advice and investment management

Wish to be helped in creating clear financial plan and strategy to make the most of your hard-earned money

Would like a disciplined method of building capital from regular income

Want a sense of control, peace of mind and financial freedom

Have not enough time to manage your current and future financial affairs

Require expert financial advice and investment management

Wish to be helped in creating clear financial plan and strategy to make the most of your hard-earned money

Would like a disciplined method of building capital from regular income

Want a sense of control, peace of mind and financial freedom

THE SERVICES WE OFFER AND A THOROUGH INVESTIGATION
INTO THE SOLUTION OF THE FOLLOWING AREAS

 FINANCIAL PLANNING

 RETIREMENT PLANNING

  CAPITAL INVESTMENTS

  PRIVATE WEALTH MANAGEMENT

  EDUCATION PLANNING

  PLAN ‘B’ SAVINGS

  TRUSTS AND WILLS

Plan ‘B’ Savings

Let’s say you are a young person after leaving college and have a new well paid job, maybe even have left home. The amount of things that suddenly become available to you is colossal.

How strong is the pull to spend all that new income, however, how vital it is to quickly develop the right habit of saving!

It is essential to have an emergency fund set aside to cover unexpected expenses, normally 3/6 months of usual expenditure.

It is good to have some savings in case of the unexpected and not planned ‘what ifs’

What if you will decide to open a new business in 5 or 10 years and the banks will not give you the support you might need at that time, possibly ruining your dream business. Savings will put you in control!

What if you will be desperate to buy that new car — your savings will let you negotiate a much better price as you will be buying it with cash, without monthly car payments!

What if you decide to buy a house and will need your own deposit. Your negotiating will go much better when you have a significant amount to put down as a payment for your new home. Very likely the interest rates would be lower and more than likely your financial position will allow you far more choice!

What if you wanted to step out and travel the world for a year, having money for this would make your journey so much easier!

What if you would want to give your money for the charity purposes to help build a school, or buy Christmas presents for the children in an orphanage, savings would facilitate this too!

There can be 1 million ‘what ifs’ and whatever the reason it is always best to be prepared!

Interested in this topic?

Get in touch today and let's chat about your financial goals

As GPI client, you can be assured that you will always obtain the highest quality advice and service.

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