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

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.

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.

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.