Financial planning advice

General information on our investment processes

Understanding tax wrappers

Manage portfolios, consolidate investments

Elements of financial planning

Our approach to building a financial plan

Investing onshore vs. offshore

Let us decide how to diversify your investments

Optimise your earnings through tax reduction.
Maximise various tax breaks and allowances.
Tailor a low-cost, diversified investment portfolio around your specific needs. This would incorporate a diversified set of asset classes like equity, bonds, property, hedge funds, commodities, etc.
Assess your individual insurance cover needs, taking into consideration cost, flexibility and mobility.
Create a full financial plan that covers your short-, medium- and long-term requirements.

Sourcing mortgages for those with unique and unusual requirements - whether you live in the UK or abroad.
If you're an expat, we can structure your individual finances to make full use of your mobility. Here we'd use the UK's very favourable non domicile tax status or future non-resident planning.
If you have a limited company, we can optimise the way in which income is paid out and retained earnings are released.
If you're moving back to your home country, we can structure your assets - particularly if you intend to leave savings or investments in the UK.

Regent Square
Doncaster Road
Kenilworth 7708
Cape Town
t: +27 (0) 21 657 2120

Castlewood House
77/91 New Oxford Street
London
WC1A 1DG
t: +44 (0) 20 7759 7514

Suite 8.06
9 Yarra Street
South Yarra
Melbourne VIC 3141
t: +613 (0) 86 514 500

Level 1102
The Lee Gardens
33 Hysan Avenue
Causeway Bay, Hong Kong
t: +852 3959 8681