John Bailey Email & Phone Number

𝘼𝙧𝙚𝙖 𝙈𝙖𝙣𝙖𝙜𝙚𝙧 - 𝙂𝙡𝙤𝙗𝙖𝙡 𝙋𝙚𝙣𝙨𝙞𝙤𝙣𝙨 𝘿𝙞𝙫𝙞𝙨𝙞𝙤𝙣 𝙖𝙩 𝘼𝙘𝙪𝙢𝙖19 years' experience in Financial Services, Consultancy, and Management, with a primary focus on pensions. Devoted to providing the best possible international advice for clients globally.Experience includes:- Both advisory & regional manager role at the UK's largest financial intermediary (CWMS).- Consultant and branch manager of HFC & Beneficial Finance Bank (Part of the HSBC retail group)- Working alongside UK FSA (now FCA) compliance procedures at both consultancy & senior management level.𝗦𝗣𝗘𝗖𝗜𝗔𝗟𝗜𝗦𝗧 𝗔𝗥𝗘𝗔𝗦 𝗢𝗙 𝗔𝗗𝗩𝗜𝗖𝗘•Accessing and maximising UK Workplace Pensions•Understanding UK State pension eligibility, value, and offshore contributions •QROPS, SIPPS, QNUPS𝗢𝗧𝗛𝗘𝗥 𝗔𝗥𝗘𝗔𝗦 𝗢𝗙 𝗔𝗗𝗩𝗜𝗖𝗘•Estate Planning for British expatriates - UK Inheritance Tax, UK education planning, UK compliant life cover, wills, UK tax efficient repatriation. •UK Property - Investment & taxation, UK mortgages, equity release •Tax efficient retirement planning / IRS approved for US green-card holders and US citizens•Global tax efficient structuring and investments.•Investment portfolio management•Global mortgages•Repatriation of money (Forex)•Distribution and wealth creation via property investments and structuring with core markets covering London and UK, Australia and the USAlso part of Acuma's Central Hub's PR team regularly consulted for expert opinion with articles and comments appearing in the likes of Gulf News, The National, The Kipp Report, CashyME and on Dubai Eye.For an general advice or a specific financial review, please visit https://form.jotform.com/acuma/complimentary-financial-review to book a free zoom call with myself.

Listed skills include Certified Financial Planner, Life Insurance, Permanent Life Insurance, Pensions, and 12 others.