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THE OFFSHORE FINANCIAL OMBUDSMAN

 

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Global Wealth Management

Savings & Investments - There is significant potential for increasing your wealth through investments but only if your money is invested in the right way. With Global Wealth Management you benefit from our specialist approach and we can recommend the investment which will give the optimal return for your money. Whether you are looking for a straightforward offshore bank account or a more complex arrangement such as an investment portfolio, GWM are here to help you.

Offshore Banking - We work with numerous international banks to provide you with all the benefits of personal banking: tax benefits, security, confidentiality and the convenience of on-line and telephone access as well debit and credit card facilities.

Education Fees - Our experienced professionals will provide you with their wealth of knowledge in handling children's educational costs. We can plan a strategy that will allow you to give your children an education of which you will be proud.

Retirement - This is something that is guaranteed for every individual at some stage in their life, but for each person this will take a different form. Our experts will look at every aspect of your finances in order to provide for your retirement needs. They will then present you with a successful formula so that you can retire with the income that you need.

Investments - We have a range of investment products from some of the world's leading providers, these include: tax efficient personalised bonds, private banking, structured notes, collective investment bonds and individual funds. Our qualified advisers will discuss all the available options.

General Savings - Whether you need to save for your wedding, house deposit, buy a car or if you simply want to build up your savings to use in the future, our advisers at Global Wealth Management can provide you with a way to achieve your goals

Pension Transfers - For UK pension holders you can transfer your UK pension to a Qualifying Recognized Overseas Pension Scheme (QROPS). This provides you with numerous advantages and benefits in a tax efficient manner.

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