Private Client Director
CurrentW1 Investment Group is an independent financial planning firm that specialises in financial planning for the expatriate population, living and working abroad. 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 Pensions, Inheritance Tax Planning, Education Fee Planning, Life Insurance/ Assurance, Legal Services
