Specialist Financial Planning

Why deal with a specialist?

If you are working as an international professional outside of your country of origin, whichever country that may be, you may or may not be aware of the benefits of offshore investments and how they may affect you.

You want to make the most of all your earnings and assets while working as an international professional and planning your financial future, but may need some help to do this.

Some people have wider knowledge than others on a range of subjects, and finance is a particularly complex area which needs the advice of a specialist – especially when you are dealing with the often unfamiliar marketplace which applies to internationals living away from home.

Even though European countries such as Switzerland have a solid track record of expertise in offering banking services, banking and detailed financial planning are two different animals requiring different levels of understanding and specialist knowledge.

As with anything, when it is complicated you need a specialist to help you to navigate safely through the maze of detail in order to successfully achieve the best outcome. After all, you wouldn’t go to a dentist to ask advice about house building, or get your house conveyancing done by a plumber.

This is where we come in, because our team of qualified, expert consultants have solid specialist knowledge enabling us to help you to properly and effectively plan your expat finances in a way which makes you get the absolute best from all the available options, depending on your individual situation.

The importance of using a specialist

The importance of using a specialist financial planning service when you are an expat cannot be underestimated.  There are many companies out there who claim to be able to cater for expats, however many are too general in their approach to focus specifically on the expertise required.

Having gained experience over many years of building a successful practice, we help our clients to understand the complexities of the financial products available to internationals, and act as interpreters of current events. We advise on not only what is suitable for a client at the beginning of our relationship, but also what later may change as investment conditions are affected by external events and the general market.

There is a huge selection of financial products to choose from wherever you live in the world, and if you are working as an international professional there is an additional level to be considered, because of the fact that you can use this situation to benefit from tax advantages specific to your situation.

If you use the offshore marketplace to make any investments, whether it is pensions or general savings products, you need to be able to understand all the implications of doing so, and know what the risks may be according to your own personal preferences.

This is much more difficult as an individual investor, which is why we strongly recommend the use of a specialist offering independent financial advice for expats such as Churchill & Partners, because this is what we do day in day out. Just like the dentist, builder, lawyer or plumber – we are all specialists in our field, and in our case independent as well – no vested interests when it comes to investment choices because we don’t own any of the funds we recommend to our clients.

We just work with a range of tried and tested investment companies and fund providers, all of which come from the top drawer of financial providers.

So to find out more about how our expert advice could help you, all it takes is to make the first step and spare just one hour of your time to meet with us. Our Consultants can visit you at work, at home, or on neutral ground whichever suits you best.

Just let us know when it would be convenient by clicking on the box below and completing the appointment form and we can schedule an introductory meeting for you. Alternatively send us an e-mail to enquiries@churchillandpartners.com or call us on our main administration office number: +44 (0)1245 216030.

An hour of your time spent with us may be the best investment you ever made  SCHEDULE A FREE CONSULTATION