RELIABLE WEALTH MANAGEMENT
Our service is more than just about money, it’s about helping our clients build confidence and security for their future.
A market leader in the financial advisory and investment management business
Our Services
Fixed Income Strategies
Fixed Income Strategies
Diversifying your investment portfolio with fixed income strategies is a wise choice. We are dedicated to helping you secure a stable and reliable income stream. Through our expert guidance and a wide range of fixed income investment options, we can assist you in making informed decisions that suit your financial objectives and risk tolerance. Your financial future deserves the stability and growth that fixed income strategies can provide.
Pension Transfers
Pension Transfers
This is a complex area requiring the very best advice from a qualified expert. There are numerous solutions and scenarios to consider – it is something that needs to be extensively planned. Chris will endeavour to ensure that no stone is left unturned in going through this process. View testimonials from people who have gone through this process.
Estate Planning
Estate Planning
Perhaps the most important aspect of an individual’s financial planning is to ensure that their assets are protected from aggressive tax legislation. The majority of persons are not aware that their worldwide estate can be taxed up to 40% upon their death, even if they no longer live in the UK. Chris works alongside legal professionals to ensure that taxes are mitigated as much as possible and assets are suitably protected.
National Insurance
National Insurance
For UK Expatriates it is often advisable that they contribute towards their UK State Pension by making voluntary National Insurance Contributions at a heavily discounted rate. They can even back date payments too. For more info, click the link above.
401(K) Plans
401(K) Plans
There are several options that should be considered such as a 401(K) rollover, this involves moving your existing balance without incurring any tax or penalty payments to your new employees 401(K) plan. You may also choose to transfer your cash into an Individual Retirement Account (IRA) which can provide wider investment freedom and greater income flexibility during retirement.
Chris Griffin, CPEP™, CHARTERED MCSI
Private Wealth Director
Having previously worked in the City of London as a Lawyer, Chris uses his technical knowledge of Finance and Global Taxation to provide bespoke advice to individuals and corporations across the globe.
Chris has developed an excellent reputation for providing comprehensive financial advice, he has honed his skills over the years.
Knowledge and Qualifications are at the forefront of what Chris does. Qualified in the U.K, U.S and the E.U, Chris is one of the most Qualified Advisers working in the international space and this comes across in the thorough advice he provides.
An industry leader in the financial advisory and investment management business.
Some of Chris Griffin’s areas of specialism are:
- Fixed Income Strategies
- U.K and U.S Pension Advice
- Repatriation Planning
- Property Portfolio Construction
- Estate/Inheritance Tax Planning
- Trust and Legacy Planning
- Tax Efficient Investment Structures
- Wealth Management
Client Testimonials
If only I had know Chris back in 2012 when I started investing! Chris took over my investment portfolio three years ago, and I have been continually impressed with his honest, practical, and unbiased advice since then. He has worked tirelessly to make up some of the losses I incurred having had previously poor advice from other advisors, and he has been flexible when I have needed to release equity for personal reasons. I would wholeheartedly recommend Chris if you are looking for an honest and impartial advisor, who has changed my perception of this industry for the better.
I am absolutely delighted with Chris’ service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. He is my 4th advisor in the last 5-6 years and what really impressed me was the way he took the time to get a feeling for where I was at, his depth of knowledge, lateral thinking and his common sense approach. Additionally, I was also pleased to see that he had already thought through some better alternatives to the existing plans which were not yielding as much as they should have. His professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend his services whenever possible.
I’ve dealt with Chris for a while and from the get go, he’s been extremely helpful, full of knowledge and generally a pleasant person to deal with. Every time we’ve had a question or query, Chris has come back to us promptly and professionally. We’re looking at more investment options with Chris. It’s good to know Chris is not pushy and we feel we can go at our own pace without being pressured into anything. I’d recommend working with Chris, you won’t regret it.
I have had the pleasure of working with Christopher for a year now. My fund started performing when he started managing it. He is extremely committed, hardworking and knows how to build trust! Christopher managed to turn around my disappointment in the fund and make me a happy customer! I really happy to have worked with him and confidently rely on his decision making which always yields great results! He is also extremely patient, meticulous and a fantastic relationship manager! I would gladly recommend him. Wish you the best!
