Services
Our list of financial planning services and products
Investments
Everybody needs to invest otherwise their capital will be eroded purely by the rate of inflation. Where to invest is a major dilemma faced by investors.
Savings
By setting aside as much as you can today, you give your money the greatest chance of benefitting from the magical powers of compounding interest.
Pensions
Pensions were originally designed to eliminate the risk that the pensioner outlives his or her resources. A pension plan was not intended to subsidise a world cruise.
Trust & Wills
Many people assume that trusts are for wealthy individuals, however the benefits they can offer to people with minimal wealth can be significant.
Travel Insurance
We can provide expatriate travel insurance products for individuals, couples and families residing worldwide or within the European Union.
Health Insurance
Health Insurance is important to help you and your family remain healthy and cover medical care expenses if you become unwell or have an accident.
Life Insurance
This sort of protection is seen as a major benefit when a person is at their most vulnerable, when they can no longer work or financially support their family.
Home & Car Insurance
for Home & Car Insurance here in North Cyprus to cover all your general insurance needs. Contact us today for a free home or car insurance quotation.
We are Experts in the financial industry
Established in 2006, we have over 50 years combined experience working in the financial services sector, we are here to inform and advise you on any financial matter.
- Independent Financial Advisors
- Established in North Cyprus in May 2006
- Servicing a Worldwide Clientele
- Specializing in Tax Planning, Investments, Pensions & Insurance
- Members of the Chartered Institute of Insurance (CII)
50
Over 50 Years
Of Experience
$20
Million Dollars
Under Management
UK
UK Qualified
Financial Planners
Don’t hesitate to get in touch with us for Your Financial Needs. Contact Us
Trustee Services
We also provide a wide range of Trustee Services including International Business Company (IBC) formation and Nominee Directorship Services & Estate Planning.
Request a Free Call Back
We’ll inspire and assist you.
Our Latest News
28
AprBored In Lockdown!, Why Not Organise Your Finances?
After we have re-decorated our houses, spruced up the garden and exhausted our streaming options on Netflix & Amazon Prime. Now is the perfect time to look at our personal finances? It may mean looking out paperwork and going online to update passwords, but it will keep you busy for the next couple of hours.
06
Nov2019 UK General Election
The 2019 UK election has been announced for December 12 and is likely to be the biggest – perhaps only talking point between now and Christmas. Today[…]
18
OctNon-UK domiciled and owning UK property?
Life Insurance is the perfect solution Whilst property investment in the UK remains an extremely attractive investment opportunity, there have been significant changes in recent[…]
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