Save more for retirement with national tax incentives
Saving some of your salary? Each month? Would you say yes to extra money from the government? There may be tax incentives for retirement savings in the country you live. Read more…
You don’t have to wait until retirement to live the life you want. Experience Net Worthwhile.
Simplifying Wealth Through Partnership
Wealth management advisors committed to delivering value through strategic investments and innovative plans.
Enabling you to focus on what matters most.
Are you looking for an independent advisor with whom you can discuss everything and ask even more to? Someone who listens and talks in plain language?
Are you looking for a sparring partner for the future of your capital?
Are you looking for a no nonsense approach to put your business on the right path for the future?
We act independently and work in conjunction with fully regulated and authorised companies.
We are independent wealth manager known as a house of confidence and integrity.
Our Consultants offer Personal Financial Planning solutions and fiscal counsel with a capital letter to individuals, families and companies.
We give you experienced and equitable advice, which assures you of the best strategy.
We especially want to offer you time, time to focus on your plans for the future and time for...a piece of mind !
We are not tied to any single product provider and are therefore truly independent.
Capital Investment, Pensions, Savings and Life Assurance are the foundation of a successful future for you and your family.
To be clear: we do not sell any financial or insurance products. We give advice. And that is a big difference in approach and...results.
We recognise that your personal and financial circumstances are unique. So we take time to get to know them, before we advise you on how to protect and enhance your wealth. Our expertise includes:
Investments Retirement planning and pension transfer Insurance All servicesWe provide financial planning advice to some of the world's major corporations, the EU Commission, small-to-medium sized enterprises, and start-ups. Our expertise includes:
Employee benefits schemes Pension schemes and pension transfers Group insurance All servicesSaving some of your salary? Each month? Would you say yes to extra money from the government? There may be tax incentives for retirement savings in the country you live. Read more…
Looking for competitive premiums? Higher cover? For yourself or for your group? Our pilot insurance solutions are even better now. Read more…
Savings rates are depressingly low. And have been for years. In terms of spending power your savings may actually be decreasing. Read more…
Want to raise cash using your Spain property? Or purchase a property in the UK? We can help you. Read more…
Join us at the Hotel Barsey by Warwick in Madrid on November 2019, at 6.30pm when we will present our property partners who provide end-to-end property investment services to investors around the world. Read more…
F&N Investment Portfolio Management
None of the information, whether in part or full, should be copied, reproduced or redistributed in any form nor should it be regarded as an offer or a solicitation of an offer for investment. You should satisfy yourself, with your financial advisor, that the products and services offered are suitable for you and that you are not prevented from accessing such services or products by restrictions placed on you by the relevant fiscal authorities in your normal place of residence nor that it is unlawful for you to participate in such products or services as may be stipulated within the laws of the country, state or jurisdiction where you may either be a citizen or normally reside.
You should bear in mind that the value & prices of investments can go down as well as up, and you may not get back the full amount invested. Past performance is no guarantee of future performance. Currency fluctuations will affect the value of overseas investments. Emerging Markets can be more risky than developed markets. Current tax levels and reliefs may vary and will depend on your personal circumstances.