James Austin Email and Phone Number
James Austin work email
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James Austin personal email
Based in Switzerland, I help Swiss and international individuals and families plan for financial freedom and retirement. I work with clients who want to achieve their financial targets smartly, efficiently and swiftly. I specialise in Swiss pensions, mortgages and investments.I use a proven interaction model to gain a thorough understanding of my clients’ needs, help them establish personal goals and set appropriate targets. My clients' financial goals are at the heart of everything I do. It’s about discovering what’s relevant, what’s important. Then and only then, I advise on specific solutions to achieve the best return over time. My USP? Bringing genuine value. By responding to my clients’ changing needs and interests, I successfully retain clients over many years. Typically, I don’t charge a fee for the initial evaluation – I believe it's only fair to charge if I can deliver value.Reach out if you’d like to talk to me about Swiss and international investments, retirement planning, property financing, protection products or the recent form of Saracens Rugby Club.Professional SkillsInvestments | Wealth Management | Retirement Planning | Mortgages; international and Swiss | Property Investment | Estate Planning | Tax Planning | Foreign ExchangeSchedule a call with me here: https://calendly.com/imperialwealthplanning/15min
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DirectorImperial Wealth Planning Aug 2015 - PresentZurichImperial Wealth Planning is an independent Swiss financial planning firm, specialising in providing advice to address Swiss and cross-border needs.We aim to help Swiss and internationally mobile persons of all backgrounds with timely market advice and financial planning solutions.Expert advice in Investment Advice, Financial Planning, Mortgages (domestic & international), Insurance, QROPS, 2nd pillar and 3rd pillar pensions. Imperial Wealth Planning is authorised and… Show more Imperial Wealth Planning is an independent Swiss financial planning firm, specialising in providing advice to address Swiss and cross-border needs.We aim to help Swiss and internationally mobile persons of all backgrounds with timely market advice and financial planning solutions.Expert advice in Investment Advice, Financial Planning, Mortgages (domestic & international), Insurance, QROPS, 2nd pillar and 3rd pillar pensions. Imperial Wealth Planning is authorised and regulated by the Swiss Financial Market Supervisory Authority FINMA, register no. F01081467. Show less -
DirectorExpat Expo Jan 2024 - PresentFreienbach, Schwyz, SwitzerlandExpat-Expo is an admission-free event designed for the English-speaking residents of Switzerland. Our event gathers various local, English-speaking businesses, organisations, museums, clubs and service providers together, under one roof to showcase their goods and services.Expat Expo is a must-attend event for Switzerland's Anglophone residents and conducts annual expos in Zug, Basel, Zurich, and Geneva with hundreds of different companies exhibiting and attracting thousands of visitors… Show more Expat-Expo is an admission-free event designed for the English-speaking residents of Switzerland. Our event gathers various local, English-speaking businesses, organisations, museums, clubs and service providers together, under one roof to showcase their goods and services.Expat Expo is a must-attend event for Switzerland's Anglophone residents and conducts annual expos in Zug, Basel, Zurich, and Geneva with hundreds of different companies exhibiting and attracting thousands of visitors per year. Show less -
PartnerMwc Group Sep 2010 - Sep 2015Zurich, SwitzerlandMWC Group is an independent financial advisory firm working with the international expat community.Our company philosophy is to protect and enhance the financial position of our clients through a firm commitment to excellence and a quality of service that is second to none. -
Broker ConsultantAgeas Insurance Limited Apr 2010 - Sep 2010United KingdomFortis is a leading provider of award-winning personal and commercial insurance solutions and life protection in the UK. Fortis insures in the region of 7 million customers, and won the British Insurance 'Claims Initiative of the Year' award in 2008. In addition, Fortis also won the Insurance Times 'Motor Insurer of the Year 2008' award and was the first ever general insurer to be awarded the Incisive Media 'Gold Standard Award'. In 2007, Fortis won the British Insurance 'General Insurer of the… Show more Fortis is a leading provider of award-winning personal and commercial insurance solutions and life protection in the UK. Fortis insures in the region of 7 million customers, and won the British Insurance 'Claims Initiative of the Year' award in 2008. In addition, Fortis also won the Insurance Times 'Motor Insurer of the Year 2008' award and was the first ever general insurer to be awarded the Incisive Media 'Gold Standard Award'. In 2007, Fortis won the British Insurance 'General Insurer of the Year' award. Show less -
Broker ConsultantPartnership Nov 2008 - Apr 2010London, United KingdomAs a long established specialist, Partnership continues to deliver innovative financial products that break the mould, enabling our clients to maximise the benefits they receive from their investment. Unlike standard providers, we recognise our clients as individuals, which is why we insist on underwriting every application we receive on an individual basis, allowing us to tailor our products to a person's own unique circumstances. And, thanks to our extensive experience in the specialist field… Show more As a long established specialist, Partnership continues to deliver innovative financial products that break the mould, enabling our clients to maximise the benefits they receive from their investment. Unlike standard providers, we recognise our clients as individuals, which is why we insist on underwriting every application we receive on an individual basis, allowing us to tailor our products to a person's own unique circumstances. And, thanks to our extensive experience in the specialist field of medical underwriting, you won't have to wait weeks whilst your 'non-standard' quotation request is processed - in the majority of cases, we are usually able to provide accurate quotations within 48 hours of receipt. Show less -
Forex BrokerCorporate Fx Feb 2008 - Nov 2008Cornhill, LondonCorporate FX offers corporate foreign exchange services to the business sector operating for institutions, large corporates and SMEs. -
Property Investment AdviserAsset Plc 2006 - Feb 2008Mayfair, LondonAsset Plc and it's associated companies have purchased, constructed, maintained, and sold commercial and residential property for a combined 50 years.
James Austin Skills
James Austin Education Details
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Associate'S Degree, Insurance Broking -
English Language And Literature
Frequently Asked Questions about James Austin
What company does James Austin work for?
James Austin works for Imperial Wealth Planning
What is James Austin's role at the current company?
James Austin's current role is Adept private client investment adviser. Entrepreneur. Optimising your financial goals with straightforward advice..
What is James Austin's email address?
James Austin's email address is jd****@****l.co.uk
What schools did James Austin attend?
James Austin attended Zhaw School Of Management And Law, University Of Brighton.
What skills is James Austin known for?
James Austin has skills like Investments, Financial Services, Wealth Management, Finance, Asset Allocation, Strategic Financial Planning, Pensions, Insurance, Financial Advisory, Financial Planning, Portfolio Management, Retirement Planning.
Who are James Austin's colleagues?
James Austin's colleagues are Chaya Blackett, Vitali Zavgorodni, Dalia Šalnė.
Not the James Austin you were looking for?
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James Austin
Kingston Upon Thames -
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James Austin
Greater Chicago Area3gmail.com, lekkacm.com, vertex-analytics.com3 +131292XXXXX
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James Austin
Sydney, Nsw4sb-media.com, gmail.com, gmail.com, sb-media.com.au -
4gmail.com, thinplytechnology.com, futurematerialsgroup.com, structeam-ltd.com
2 +1 4477XXXXXXXX
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