What We Do...
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.
Offshore Investments and Pensions for Greater Performance and Security
Sinclair James offers expert advice for
those...
- saving regularly for retirement or their children's education
- transferring a UK pension scheme offshore via the QROPS scheme
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?
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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
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or use an enquiry form if you have any questions about property.
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
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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
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or use an enquiry form if you have any questions about our fees and charges.