As an expert in international financial services my role is to de-mystify the complex world of different products and services.  I am passionate about simplifying this often complex area and delivering clear, demonstrably beneficial, advice.

Inheritance Tax Planning

Dealing with your estate in the event of your death is a topic which you ignore at your peril. Without the right inheritance tax planning, others could benefit more from your life’s work than your family.  That is why it is important to work out what you may be liable for on death - and then talk to an independent expert on how best to arrange things in your favour.

Get in touch with an adviser today »

International Financial Planning

Everything we do needs to be geared to managing our finances so that we can achieve long-term security. This doesn’t merely involve buying a financial product but adopting a committed and holistic approach to achieving the wealth and security you desire. Your Private Client Adviser will independently offer advice that will take everything into account to ensure that every possibility is explored, every base covered, and every penny works for you.

Get in touch with an adviser today »

Insurance: Protecting Your family

Protecting the people who are most important to you is perhaps the biggest financial priority possible.  Having arrangements in place which cover you wherever you are and for whatever you are doing is vitally important.  Our Private Clients Advisers will be happy to make suggestions and guide you through the often complex process that will give your loved ones protection and you peace of mind.

Get in touch with an adviser today »

Pension and Retirement Planning

International clients have an unbeatable opportunity to save money for a comfortable and enjoyable retirement.  Nonetheless, pensions and retirement planning can be both complicated and uncomfortable which is why professional planning should be regarded as such a priority.  Our advisers can examine the best ways to ensure that the advice and products they recommend will produce the sort of returns that will meet your expectations and will not affect the quality of your lifestyle when you are no longer working.

They will also dispel many of the myths associated with the many different variants of international schemes – QROPS, QNUPS, 50Cs and SIPPS.

The value of pensions can fall as well as rise, and you can get back less than you invested.

Get in touch with an adviser today »

Savings and Investments Planning

The international savings and investment market has historically been characterised by product sales.  The secret is that there aren’t very many international product providers and most of their products are actually quite similar.  It is the process behind selecting the contents of these products (underlying investments) that will either match or fail to match your expectations.

Advisers and their clients with AES rely upon a London-based Investment Strategies Team and Investment Committee to search out the best investments and conduct initial and on-going due diligence to ensure they match their expectations.  This means they leverage our organisation’s size, experience and skill to maximise your money.

The value of investments can fall as well as rise, and you can get back less than you invested.

Get in touch with an adviser today »

Your Query

  •   
  •   
  •   

  •   
  •   
  •   
  •   

Your Details



Toggle Sidebar