Lump Sum Investments

The expat community are far more likely to be in this situation as its common to move abroad for greater opportunities, earning potential and tax savings. Having worked hard to accumulate these savings its then fundamentally important to make sure that they continue to work for you. We frequently speak with new clients who have been reluctant to invest their savings through fear or lack of understanding.

By working with us we’ve been able to help put their mind at ease and help them to gain a better understanding of the opportunities that are available to them. At a time where inflation rates and the cost of living are increasing and interest rates are remaining low, keeping money in a bank account is a guaranteed way for your money to lose its buying power. We offer a range of different investments which can be structured to fit your needs.

Whether you’re many years from retirement and want to grow your savings, or you’re nearing, or even have retired and are looking for something more safe and secure, which might also provide you with some income - all of these options are possible. By speaking with one of our advisers we’ll be able to gain an understanding of your needs and then work to build an investment portfolio that reflects this. Make your money work as hard for you as you’ve worked for it.