Savings

When you consider saving for your future, do you think about a long and comfortable retirement, being able to choose to do the things you have always wanted to do, when you want to do them?

Do you think about being able to afford to give your children the best education that money can buy or simply the satisfaction that your financial future is secure?

Do you dream about that holiday villa in the sun or cruising the Mediterranean on your very own yacht?

Personal Online Savings Planner

Handcrafted savings solutions, tailored specifically for your financial needs and goals

To make sure that your dreams and wishes come true, you need to focus on achievable ambitions and to make sure that your money is working for you in a 'tax friendly', efficient, secure and profitable environment.

Expatriate Financial Advice believe that the sooner you decide to take control over your financial future, the sooner you can enjoy the satisfaction of knowing that your money is growing to meet the needs of you and your family for many years to come.

Unlike many financial advisers, Expatriate Financial Advice and our business partners will only consider savings plans that meet strict criteria, to ensure the 'flexibility' that your changing needs demand. None of us know what challenges life will throw at us over the coming years and so we must consider investing in a structure that will give you and your family -

  • The ability to meet important landmarks in your life, such as children's education, provision for your retirement and the ability to distribute your wealth in a highly tax efficient manner.
  • Access to a range of top performing funds from some of the leading fund houses in the world to give you the opportunity of real growth potential
  • The ability for you to choose as and when you take your benefits. Either as a lump sum, a regular income or possibly a combination of both.
  • The ability to reduce or increase your premiums as and when your personal circumstances change. Take a 'premium holiday' and stop paying into your plan for a certain time period if needed.
  • Add a 'lump sum' if you require.
  • Switch between the investment funds available easily and more importantly free of charge and focus on more secure financial options as you near retirement age.
  • Tax efficient financial solutions that grow free of tax deductions.
  • The freedom and portability to continue paying into your plan wherever you choose to live and work.
  • The satisfaction of knowing that your money is safe and secure.

Using the strength of our business partners, we are usually able to offer you enhanced allocations (depending on yearly contributions) with a significant 'loyalty bonus' depending on the length of time your plan is in operation, so giving you even more opportunity to help you achieve your financial aims and goals.

For more information on our range of 'regular' and 'lump sum' savings solutions and to make contact with a highly experienced savings adviser, please complete our 'online investment planner'.