Ryan Smith Dip Fa Email & Phone Number

Zürich Area, Switzerland

I provide independent, holistic financial planning and advice to enable my Clients to effectively manage their financial objectives.I take time to understand your 'real requirements' and tailor my advice accordingly, working with you to build long term trustworthy relationships.Some of the areas I specialise in include:-✔ Switzerland Pensions Analysis✔ UK Pensions Analysis✔ Retirement Provision including Self Invested Personal Pension Schemes (SIPPS) and Qualifying Recognised Overseas Pension Schemes (QROPS)✔ Education Fee Planning✔ Asset and Portfolio Management✔ Fixed Return Investments✔ Mortgages✔ IHT Planning✔ International and Offshore Tax Efficient SavingsFor more information: www.alexanderpeter.com See less

Zürich Area, Switzerland

W1 Investment Group is an independent financial planning firm that specialises in financial planning for the expatriate population, living and working abroad. We are the only firm in Qatar with Professional Level 6 & 7 advisers & currently have offices in Brussels, London & Zurich Started by UK qualified financial advisers frustrated with the structure of financial service firms abroad, W1 is the answer to the question that every expat asks themselves about the financial advice they are offered whilst abroad,“Why do I not have access to the same standards out here as I do back home?”We offer that level of service. From the very first meeting, you will be treated as if you were already a member of the W1 family, and this feeling will extend through the process of becoming a client, to servicing requests in years to come.Our core values of integrity, knowledge, experience, and transparency give a fresh face to the financial services industry-this is because we hold all of advisors to the highest levels of compliance and ethics.Quality AdviceAs a firm, we adhere to the UK standards of competence for all our wealth managers-therefore we require them to hold at least a Level 4 certificate from the Chartered Institute of Securities and Investments.We only hire the best, with experience in a financial firm that requires the same qualification before working abroad with our company. This endeavor is to maintain that our clients receive quality advice from a quality consultant who works for a quality company.Specialties include;Savings Plans, Lump Sum and Offshore Investment, Pension & Retirement Planning, QROPS & ISIPP Pensions, Inheritance Tax Planning, Education Fee Planning, Life Insurance/ Assurance, Legal Services See less

Zürich Area, Switzerland

We provide our clients with personalised advice in a world where constantly changing regulations and tax legislation require carefully considered navigation to protect your wealth and create the opportunity for it to grow.We believe in utilising the most robust systems for delivering protection and value, this may be as simple as advising on the tax efficiency of a domestic pension system or as complex as creating a multi jurisdictional foundation to protect family wealth for future generations.Every relationship starts with a conversation. Each client is different in background, ambition and future aspirations – that is why having an advisor that listens first to understand you as an individual is key. Only once we fully understand your horizons will we seek to advise and recommend strategies for you to achieve your goals.

Derby, United Kingdom

I worked as a Independent Financial Planner working with the whole markets, reviewing all the most suitable Mortgages, Protection, Savings, Investments products.for all my personal clients, helping them to identify their own personal financial goals & aspirations and therefore giving them an on going service!I have worked within most of the major union groups giving pre retirement and redundancies seminars, workshops and private appointments, therefore working with many companies human resources departments. I therefore gained a wide knowledge of UK company pensions and helped many people to transfer existing employers pensions, investment advice for pre & post Retirement ensuring their assets are in the correct area of the Market(s), as tax efficient as possible and yielding growth & income depending on their personal circumstances.Working within companies with their employees is the area of work that I enjoyed the most and have therefore made this the main area to channel my expertise as I continue to work as a professional financial planner.

Derby, United Kingdom

I worked as a Independent Financial Planner working with the whole markets, reviewing all the most suitable Mortgages, Protection, Savings, Investments products.for all my personal clients, helping them to identify their own personal financial goals & aspirations and therefore giving them an on going service!I have worked within most of the major union groups giving pre retirement and redundancies seminars, workshops and private appointments, therefore working with many companies human resources departments. I therefore gained a wide knowledge of UK company pensions and helped many people to transfer existing employers pensions, investment advice for pre & post Retirement ensuring their assets are in the correct area of the Market(s), as tax efficient as possible and yielding growth & income depending on their personal circumstances.Working within companies with their employees is the area of work that I enjoyed the most and have therefore made this the main area to channel my expertise as I continue to work as a professional financial planner.

I worked as a Financial Adviser working with Mortgages, Protection, Savings, Investments products.Helping clients to identify their personal financial goals & aspirations and therefore giving them a on going service!

Level 5 - Diploma In Investment Planning, A

Dip Pfa, Gcse, 6 A-C Grades

Activities and Societies: School Captain for Football, Cricket & Tennis