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

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

Financial Planning

Roman philosopher Seneka said “If a man does not know what port he’s steering for, no wind is favourable to him.”

So to start the journey to your financial future you need to have a crystal clear picture what do you want to achieve.
Some people know it very well, for others its more vague.

As it is a life journey the right plan is a good thing to have.
Before starting to make the plan ask yourself the below questions:

  • What do I want
  • Where am I now
  • What is right for me
  • How to make it

It is important to analyse your current financial position, your income and expenditure, your duties (obligations) and cash flow, your family needs and expectations. This analysis is the basis of the information needed to create a plan which will guide you through your financial journey.

The detailed plan will help you cut losses, secure gains, and avoid the pain & panic of financial or lifetime crises.
On another level, a plan is a simple way of listing your needs & wants, then deploying your money in the right direction so that you have it when needed.

1. Start by setting financial goals
2. See where your money goes, put expenditures under control by using 50/30/20 proportion
3. Secure your family & finances and cover your life time risks
4. Get rid or reduce toxic debts (payday loans, credit card balances, high mortgage payments)
5. Choose the investment strategy that suits you and be aware of it, stay alert!

Interested in this topic?

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

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