The Companies We Deal With...
We don't handle your money - we use our experience and relationships build up over many years to suggest the most suitable investment and insurance providers for our clients. It is these providers - some of the largest and most prestigious companies in the world of finance - that handle our client's money.
Typically clients take out an Investment Bond, either a lump sum or a regular savings plan. The money in the bond is typically invested in a number of investment funds. We help the client select from hundreds of funds available so that they end up with a balance of risk, reward and other factors in line with their personal circumstances and preferences. This diagram illustrates this:
Here is a list of companies providing both investment bond and funds that we feel confidendent in doing business with:
Investment Bond Providers
These large and historic companies are based in well-established offshore centres like the Isle of Man and Channel Islands, and manage the money of thousands of investors. Click on the company name to view their website.
Investment Fund Providers
These are amongst the companies where we suggest our clients invest their hard-earned money. We are convinced of their sound economics and good prospects to perform well.
