How to protect & provide for your family's future
Cross Border Financial Planning Including Citizenship and Residence by Investment Across the World
Helping You Make Quality Informed Decisions About Your Family's Future
Wealth Management and Financial Planning can be daunting, there is so much information on-line. So many people have personal experiences, “friends” and advice but where do you go for expert , experienced knowledge ?
Robin has the qualifications but importantly the experience of 15 years in helping countless families enjoy financial freedom, either via sound Wealth Management Planning or achieving a second Passport or Residency.
Tax-Investments-Citizenship-Estate Planning-Life Insurance- Pensions
Planning
Understand your clients, listen, ask questions & confirm their objectives. Robin & his team need to understand YOUR aspirations & goals BEFORE proposing solutions.
DELIVERY
Execute the plan, complete documents , on boarding of clients, service level agreement. Getting things DONE!
FOLLOW UP
6 monthly reviews, follow up, support, education & explanation of further services and areas of action required, eg Estate/Tax planning
Citizenship & Residency by Investment
Robin and his team have assisted over 1,000 people apply for Citizenship or Residency globally in countries such as Portugal, the USA, Spain,UAE, Greece, and the Caribbean
A sound investment approach & return, together with life-changing opportunities with Citizenship or Residency
Watch this video on why you should work with us
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