Expert financial advisory & wealth management services tailored to expats across the globe
Secure your financial future with our professional guidance and bespoke solutions.
Strategic financial planning and tailored investment strategies
Working in Financial Services across London, Geneva and the UAE has equipped Kevin with the necessary expertise to advise clients from all walks of life.
Kevin delivers advice ranging from basic wealth accumulation strategies through to complex cross-border estate planning and Family Office solutions.
Understanding your goals and crafting tailored strategies
The client journey is at the heart of everything we do.
Discovery meeting
As a Financial Adviser it is so important to first focus on building a relationship of trust when sitting down with any new client.
An official proposal deck outlining our conversation, your key requirements and a tailor-made solution designed just for you.
Implementation and ongoing management
Building and implementing a robust financial plan isn’t a single transaction. Maintaining a long-lasting relationship based on trust, transparency and exceptional service is integral with every client.
Get in touch
Are you ready to get started on your journey?
Complimentary consultation
UK & US professionally qualified
Over 600 client track record
Discrete and professional service