Michael Bandell Chartered Fcsi Email & Phone Number

London Area, United Kingdom

London, United Kingdom

Duties Include • Review information gathered on pensions, ISAs, onshore and offshore bonds, endowments, etc. • Analyse investment features and performance figures for various assets and provide comparison to Fisher Investments Model • Perform in-depth review of safeguarded benefits - presenting arguments for both retaining and transferring arrangements• Devise strategies detailing tax efficiency when drawing income in retirement • Make clients aware of potential Inheritance Tax and Lifetime Allowance issues • Recommend financial planning strategies for high net worth individuals • Communicate with members of the team to ensure recommendations are presented to clients in due time.

London, United Kingdom

Duties Included;- Reviewing prospective client assets and collating data to present recommendation- Assets included; various defined contributions arrangements, Investment Bonds (onshore and offshore), Endowments, Whole of Life policies and ISAs- Interaction with ceding schemes ensuring all data was accurate- Specialist work in relation to safeguarded benefits and other valuable guarantees- Providing Cash Flow Analysis deliverable ts prospective clients- Running statistical risk tolerance models (Monte Carlo Analysis)

Dubai

The deVere Group are the world’s largest privately owned International Financial Advisory Company. We have over 71 offices internationally, over 88,000 clients and in excess of $10 billion under management and administration.We offer advice on a global basis and are totally independent, which means we have access to the whole market and our clients will get the best products and returns available. As the largest independent offshore financial advisory group in the world we are able to secure products and alliances which other advisory groups are unable to provide.The deVere Group provides FREE advice in respect to all manner of tax efficient savings and investments for expats. In particular, we provide estate planning & asset protection advice in tax efficient international jurisdictions. Our aim is to provide the individual with Wealth Creation and Wealth Preservation to ensure the clients needs and aspirations are met.If you have worked in the UK and have a 'frozen' pension there are a number of distinct advantages to an Offshore Trust as opposed to a Onshore UK pension.

Malta

deVere Group is the world's leading independent international financial consultancy which provides expert advice to expatriate clients and investors around the globe. Our commitment, to deliver custom-built financial advice to each of our clients, ensures that we help them create value and wealth. We dedicate our time to understand our client and their targets in order to suggest the right financial services that suit their needs for medium to long-term investments, savings and pensions. At deVere, we believe that every client has differing specific needs on what they want their investment to do for them and as such, a deVere Financial Adviser carefully considers and recommends the options available that have the potential to create the best returns for our clients. Established in 2002 by CEO Nigel Green, the deVere Group is indeed a success story with over $10 billion of funds under advice and management created by over 80,000 active clients in over 100 different countries, who are gaining valuable advice from 450 consultants in more than 70 offices globally. We always strive to be within easy reach of our clients resulting in continued global expansion to wherever they choose to be in the world. Our services in international savings, bonds, life insurance, pensions and investments are sought after the world over. Proven, Professional and Independent Financial Consulting with a Global Presence