Solutions tailored to your needs and goals
Pillar 3 gives you the opportunity to craft an optimum investment strategy forged around your needs, goals, attitude to risk, investment time frame, and security requirements
Maintaining the lifestyle you want when you retire
None of us knows what the future holds, so it’s becoming increasingly important to explore the advantages offered by Pillar 3 in tailoring a solution that ensures you can afford the lifestyle you want to lead when you retire
Maximising Tax relief
Pillar 3a plans are tax deductible and payment at maturity is taxed at a reduced rate, making it well worth considering reducing your annual tax bill by paying the maximum you can into a Pillar 3 pension
Flexibility Many pillar 3 plans can be changed and adapted as your circumstances evolve so your pension plan grows with you, for you.
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About Us We provide independent, international and individual financial planning and wealth management advice to clients all over the world
We share a fundamental belief that everyone should have a well thought out, thorough financial plan. Planning proficiently organises your money to ensure you achieve your goals
Being independent, we provide the highest level of personal service, always putting your interests first. International coverage means we handle cross-border complexities, pulling together expertise across multiple countries and tax jurisdictions.
We strive to be individual, to set ourselves apart, by providing the best all encompassing financial service available. We encourage our teams to actively seek innovative, more proficient ways to manage our clients’ wealth
Regardless of life stage, whether you are just starting out, enjoying peak earning potential, or thinking of taking life slightly easier, we would love to hear from you