Confidentiality

We offer a fully confidential financial planning service. Any details that you discuss with us are treated in the strictest confidence and will not be released to a third party.

Most of the companies that we represent are based in the Isle of Man and in the Channel Islands. Both jurisdictions have legislation prohibiting disclosure of information to third parties.

Security

We do not handle any client money. We are purely an advisory intermediary, providing advice and ongoing product support for a range of leading international financial companies.

When you set up an investment account, the money is transferred directly from your bank account to your new account with the relevant financial instituition.

Most of these companies are registered in the Isle of Man or Channel Islands, which means that you have a double layer of security. Not only are you investing through a global financial institution, but you are also protected by some of the world’s highest level of investor protection compensation legislation.