Our advice is free and could help ensure you and your family's financial well-being. Read below for more details:

• Insurance Protection For You And Your Family
• Offshore Investments and Pensions for Greater Performance and Security
• Advice On Buying Property
• Other Services
• Our Fees and Charges

Insurance Protection For You And Your Family

We provide a range of well-respected and competitively-priced insurance products for medical treatment, income in the event of illness or a lump sum in the event of death.

Insurance cover is priced according to age, health profile and other specific requirements and the client can then decide which is right for them.

Please JLIB_HTML_CLOAKING or use an enquiry form if you have any questions about insurance.
 

Offshore Investments and Pensions for Greater Performance and Security

Sinclair James offers expert advice for those...

Expatriates have the opportunity to enjoy the benefits of using well-established “offshore” financial centres like the Isle of Man, Jersey and Guernsey - which are British island protectorates with centuries of independent government, and high levels of client protection and confidentiality. Investments through companies based offshore also get tax benefits. The advantages of our approach are summarised in Why Invest With Sinclair James? 

Investment choices depend on a client’s age, circumstances and preferred risk profile. We can offer a range of investments from cautious investments that provide low risk alternatives to low bank deposit rates, to more aggressive alternatives that promise higher returns in return for greater risk.

We see the broad-based growth of China, India and other developing economies, and also the way that their demand for raw materials will lead to sustained demand for commodities, and thus high prices and investment opportunities. See our article Brave Old World on that topic.

Also, our long-standing association with fund managers and emerging companies also provides our clients with early notice of exciting and exclusive investment opportunities.

Our consultants will present each client with a range of investment options from which to select a balance that suits them, and for our latest analysis of investment options, see Where to Invest?

Please JLIB_HTML_CLOAKING or use an enquiry form if you have any questions about investment.

Advice on Buying Property

Property is a very personal type of investment, where people’s individual preferences and prejudices play a big part in decisions. We try to clarify the key factors in making decisions, and give our analysis of the local property market. For our analysis on these factors, see Buying Property.

We have contacts with developers who offer investment properties, and with reputable brokers who can advise on the local market. We can also explore the possibilities of financing.

Please JLIB_HTML_CLOAKING or use an enquiry form if you have any questions aboutproperty. 

Other Services

We can provide a range of other services such as inheritance and succession planning and assistance in setting up companies and trusts.

We are also happy to assist in resolving problems caused by a change in personal circumstances and in dealing with taxation issues.

Please JLIB_HTML_CLOAKING or use an enquiry form if you have any questions about our other services.

Our Fees and Charges

Any financial products that we propose have their charges laid out in the documentation we provide you with. We will explain these charges to you, and illustrate their effect.

We receive a commission from the companies we represent when a new account is opened. There are no additional charges payable by you. Our meetings are free and with no obligation.

Most of the offshore financial products we offer are not directly available to the public. This is because the financial institutions prefer to deal with a global network of authorised representatives, rather than with thousands of individual customers.

Please JLIB_HTML_CLOAKING or use an enquiry form if you have any questions about our  fees and charges.