PENSIONS

Planning for your retirement abroad has never been easier. International pensions carry major tax advantages. Overseas pensions also have the added bonus of being inheritance tax free…

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ASSET PROTECTION

FREE advice on how to best protect your assets. It does not take long in life before we start to build up assets, and the longer we work the more assets we collect. Make sure they are protected?…

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LIFE HEALTHCARE COVER

Life insurance should be an essential part of everyone’s long term financial planning. Make sure your love ones are protected should something unexpectedly happen to you in the future?…

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TAX PLANNING

The goal of tax planning is to arrange your financial affairs so as to minimize your tax liabilities. There are several ways for us to ensure you have the most tax efficient structure possible?…

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PORTFOLIOS & INVESTMENTS

Portfolio planning is a structured and intelligent way of spreading your risk through different investment options and to enjoy the diversification benefits by achieving higher yields…

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SCHOOL FEE’s

Education fee costs rise at a rate approximately two percentage points above inflation; Starting an education savings plan at least 10 years prior could save you as much as 50{c58138ea3e44d65a1a0a9fe41a480c4c95c47de5c3fc9f074d8f2ba940ff80e6} of the cost…

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FOUR EASY STEPS

1 The first stage is that we have a chat over the telephone in regard your current situation. Your adviser will want to complete what we call a “Fact-find review”. This will help ascertain your current financial position.

We will also want to discuss your objectives, What are your short, medium and long term goals? These are important as your adviser will structure their advice around your personal circumstances and objectives.

Your adviser will prepare a financial plan, which is a full written report outlying our recommendations and will include some ideas on the best way forward. This report will contain all the information you need to make an informed decision.

Your Balquidder adviser will provide you with as much follow up information and further reports you may require, without any obligation on your part to become a client.

Once you have decided on the way forward, we remain with you every step of the way. We will help you with the initial practical requirements such as form filling.

Please remember we never handle client funds, you will send your money directly to the financial institution.

Opening new investment accounts can take anywhere from one to three weeks.

We aim to develop a strong long term relationship and provide full assistance and ongoing support.

You will be able to access your investment valuations online.

Store other valuable documents, within your online vault.

Update your personal factfind online to ensure we are aware of any changes in your circumstances