Financial Advice for Expats is often a difficult topic.
In a summary taken from Trust Pilot, the top 25 Financial Institutions specialising in Expat advice scored less than 2.5 stars out of 5 for customer experience with the main reasons identified as unqualified advisors, bias towards own commission generating products and cold calling prospecting - All 3 things Alan, Jan and Jason set out to tackle.
All 3 of our founders made their way as fully UK qualified, independent financial advisors. Working for some of the leading companies such as St James's Place, Old Mutual and Prudential.
After evaluating the international space, they all agreed that there was a necessity for someone, who knows the finance world, to carry out Due Diligence on these companies and help Expats find their way to professionals who are Qualified, Independent, Suited to the individuals needs and most importantly have their client's best interests at heart.
We at WEC Global connect Expats across the world with qualified advisors across the world who are relevant and able to provide advice suited to the individual.
After 2 years of building our network and doing our background checks, we now have at our exposal Qualified Advisors in UK, US, Australia, Europe, East Asia, South America and South Africa.
Services to Discuss with us:
- Retirement Planning - Building your wealth safely and in a protected jurisdiction.
- Tax Planning - Do you know how protected you are from aggressive tax legislation in your home and current country?
- Family Protection - The cornerstone of all financial planning. Protecting you and your families future by covering yourself no matter where you are in the world.
- Pension Advice - Do you have a pension in your home country that you don't feel like you have complete control of?
- Private Banking and Leverage Lending
- A comparison - You may have a financial advisor. Comparing every now and then is your right. You don't buy the first car you see in the shop.
Company Details
- Employees
- 5
- Founded
- -
- Address
- London, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wecglobal.co.uk
- Keywords
- Retirement Planning, Life Cover, Critical Illness Protection, Pensions, Private Banking, Currency Exchange, Corporate Services, Tax Planning.
- HQ
- London
Wec Global Questions
Wec Global's website is http://www.wecglobal.co.uk
Wec Global's LinkedIn profile is https://www.linkedin.com/company/worldexpatconnectorglobal
Wec Global has
5 employees.
View email and phone details for 5
employees at Wec Global.
Wec Global's industry is
Financial Services
Wec Global's categories are Financial Services
Wec Global's founding year is 2020
