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PRESERVE
CAPITAL
CREATE CAPITAL
For
the past 10 years we have been offering a high quality
independent offshore service to expats, mainly from the
UK and Ireland, working and living in many parts of the
world and in the Middle East and Saudi Arabia in particular.
Many
clients have already accumulated capital when we meet
and wish to ensure that it's value be preserved and indeed
increased without the taking of undue risk.
We
also meet many people who have little or nothing in the
way of savings, but realise the need to create capital
in order to prepare for their future needs - retirement
in particular.
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STOCK
MARKETS?
THEY CAN BE AVOIDED!
During
that time we have witnessed considerable swings in the
value of stock markets as a result of 'Asian Contagion'
in 1997 to the dot.com collapse of 2000 and the recent
volatility caused by the 'Credit Crunch'. No doubt this
latest has further to run.
Over
the years we have met many expats who lost considerable
sums and large percentages of their savings as a result
of being in the wrong place at the wrong time, due to
poor financial advice. We have even met people who were
forced to abandon their plans to retire due to their losses.
However,
we are proud to be able to say that our clients have not
been disadvantaged by the happenings mentioned above.
Not only have they not lost money, their wealth has actually
increased steadily year in, year out - regardless of the
instability around them. This applies to both capital
investment and regular contribution plans
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LOW
RISK FUNDS WHICH HAVE NEVER FALLEN, ONLY RISEN!
The
correct choice of fund(s) to be used is absolutely critical
for successful investment. Some funds are not influenced
by stock markets, interest rates or property
prices. Yet their units have never
fallen in price, they have only grown each year by around
10%.
DRAW
INCOME IN THE UK - AVOID ANNUAL TAX BILLS!
In
addition we carry out detailed tax planning to ensure
that those intending to retire to the UK permanently
(or for at least 3 months per annum) can enjoy an income
which suffers little or no annual UK Income Tax bill.
Our
clients receive a continuous and on-going service.
Our
clientele has been built up almost exclusively as a
result of introduction, recommendation and endorsement
by existing clients.
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