Financial and Investment planning with a Chartered Financial Planner
Helping you plan a bright future!
About Robin Thornton
Planning Futures
Robin Thornton is a UK and USA ( S65) qualified Chartered Financial planner and has been helping expats in the offshore market for over 15 years with all aspects of financial and investment planning. He liaises and connects with service providers to ensure the client is first and foremost, such as Trustee, Life & Investment companies. A financial advisor working for you! He manages client funds in excess of $30 m but with a common sense, de-mystifying approach to financial services. We take the time to listen ( and sometimes challenge) your needs, objectives and current plans for the clients ultimate benefit.
Check out Robins Chartered Member creditials by clicking here
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help with, for example, your retirement planning.Then we analyse your goals and compare them to your current portfolio. We challenge where necessary and perhaps provide alternatives or options.Then we recommend a strategy designed to meet your needs & risk tolerance. Finally we agree on the level of service & support you need, this is usually provide on line with 6 monthly detailed reviews when we update your "road map" to see where you are with your financial and investment planning CLICK HERE to book a free introductory meeting
Why Us?
Robin works within a global network of support, providing consultancy to client of all shapes and sizes, just like life, for every eventuality! He is able to provide a bridge between client & providers such as Life companies or Investment platforms. Truly working on behalf of his client, all instructions are confirmed in writing, as are all fees, reports and other items. Robin provides advice with integrity & professionalism. The products & services we advise on are fully licenced in the country of residence of the client.You can count on unbiased recommendations and impartial guidance.
Robin's background & experience
Robin Thornton, Chartered MSCI
Robin began is career in the Middle East over 15 years ago as a financial advisor before focusing on cross border European advice on financial and investment planning. He is level 4 qualified and currently studying his CFP Level 6 qualification with the CISI in the the UK. He also holds the US qualification S-65. In his 50's he has considerable experience with all clients and mixed nationalities due to his offshore experience. He is a qualified Paraplanner and holds the diploma in Investment Advice. Robin believes in constant learning, he has passed 35 hours of continuous professional development (CPD)for the previous 8 years.
To book a meeting with me online or an initial phone call click here for my availability