Investment Solutions

The largest and most volatile of all the asset classes and also the one known to most people. Sub-division of Equities are Shares, Stocks, Funds, Derivatives, Hedge Funds. These are what you see on the TV when you see charts etc etc. Growth is very subjective depending on a variety of aspects.

We offer Equities investing on a lump sum basis at usually minimum of USD 50,000 and on a monthly saving plan basis usually minimum is USD 500 per month. These are used for Retirement planning, Education/University planning, short term saving, although it is recommended this investment to be considered medium term to long term, such as 10 to 25 years. Shorter terms are costly. Usually it is a liquid investment, meaning you can gain access to your money, albeit maybe with a penalty dependent on length of time invested. Charges apply to ANY Equities investment solution.

Everyone also knows about property, but may not understand the benefit of leveraging your money with property. That is to obtain a loan (mortgage) for the majority (70%) of the value and only deposit say 30% of your own money to purchase it. We also have options to purchase the property by only 5% deposit with the remaining 25% paid on a monthly basis over a 2-to-3-year build period. So, buyer doesn’t use his own capital.

We have numerous property investment options all over England and some occasionally in other parts of Europe. UK (England) is by far the best location to purchase property, for a number of reasons. Good legal system, Landlord is ‘King’, great infrastructure, densely populated, increasing population, cheap money, a deficit of nearly 1Million homes, which forces rental yields upwards and encourages capital growth. Property tends not to be as volatile as Equities, although there has been the occasional crash. Growth typically in England has been doubling in value every 7 to 10 years or so. An illiquid investment, as it takes time to sell out etc.

Minimum investment is 30% of value, OR  5% down and pay off deposit over build period. Fees apply to ANY Property Investment solution.

A great investment to diversify away from the two above. The offering we have is in USA Land , our partners hold the land for property developers and sell off over 3 to 6 years as and when developer needs to build more houses.

It’s a Guaranteed Fixed income solution with no volatility. Ranging between 15% to 19% IRR per annum depending on Project. Capital is paid back over the term (3 to 6 years), plus the interest annually. As it is a Fixed Term investment, this means it is an illiquid investment, money is tied up for the term agreed. Minimum investment is USD 50,000. Zero Entry fee, zero exit fee, zero platform charges.

Corporate Bonds. We have access to three different providers. That are all Fixed Term Investments with Guaranteed returns over 2 years. One Bond is the most favourable at 24% deferred over 2 years, OR 5% every 6 months. These are also loosely called Loan Notes as the Bond acts effectively as an IOU. Minimum investment is 25,000 GBP. Zero Entry fee, zero exit fee, zero platform charges.

We have a variety of Alternative solutions that we can explore with you, based on your personal needs and goals.

We have Protection Products such as Term Critical Illness Cover Insurance and Life Insurance, and these are considered to be retail solutions. Plus we have HVLI (High Value Life Insurance) which is a specialised investment solution, typically for (U)HNW persons with many aspects to offer such as Wealth Preservation, IHT benefits, Tax free income, Guaranteed growth, Key Man (person) Protection, Business Continuity. Fees apply to all Insurance solutions.

We offer CBI (Citizenship by Investment) solutions and or Residency solutions in many countries in the world. Loosely called alternative Passport. The two most favoured solutions are the Portuguese Golden Visa and the US EB-5. They are both not only cost neutral Passport opportunity, but they both give favourable and attractive return on investment. 

Other opportunities in many other countries such as a few in the Caribbean are a one-off payment for around USD 150k and they never see their money again. However, the benefit of holding additional passports is massive for many obvious reasons, such as Tax and freedom of movement.

We have many contacts in various other financial related and associated subjects, and for example, we can introduce clients to other Banks, Wills, FX Exchange services, Mortgages, Taxation advice, Trust advice. 

Anything Financially related we can recommend a solution for.