Lump sum investment & saving
We believe in flexibility, liquidity and penalty-free access to your capital should circumstances change. This isn't always possible with offshore investment products as lock-in periods can result in financial penalties for withdrawals or policy closures. Needing liquidity quickly can end in frustration, and the fact contractual investments are more popular among advisors than investors is telling.
Liquid, flexible investing
Technology now makes it easier than ever to invest in value-driven securities. Reporting and valuation systems generally come as standard and savers can benefit from automated payments and direct debits, leaving you to enjoy hassle-free investing.
The process is simple. With surplus cash to invest, we'll help you choose an investment account and provide expert guidance on securities to invest in based on your requirements.
Valuations, research capability, transactions and contract notes can all be accessed from a secure portal keeping you fully informed. Trades are executed on line and as all funds have daily liquidity, your capital can be returned quickly when required.
How does it work?
After an appraisal of your circumstances, an advisor will create an investment strategy with you. As fee-based advisors, our income is correlated to your investment success, only getting paid for the work we do and not from packaged investments.
Access to 100% of capital penalty-free
Increasing and decreasing of contributions
Payment freezing without charge
Charges payable as you go without lock-ins
Simple fund switching
Dedicated 24 hour online access portals
Opening accounts anywhere in the world
Capitalising on market fluctuations
Expert advice on asset allocation
All Expat Advisors investment advice facilitates:
With so many options to choose from it can get confusing. so we help expats enjoy better service and value for money than ever before. Your location and future plans will help determine which flexible investment option is best for you and will likely include one of the following:
It is vital to fully understand the products you use and the charges you pay. For expert guidance on your investment options, contact us today and we'll help you make the right decision first time.