Services

Our list of financial planning services and products

Investments

Investments

Everybody needs to invest otherwise their capital will be eroded purely by the rate of inflation. Where to invest is a major dilemma faced by investors.

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Savings

Savings

By setting aside as much as you can today, you give your money the greatest chance of benefitting from the magical powers of compounding interest.

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Pensions

Pensions

Pensions were originally designed to eliminate the risk that the pensioner outlives his or her resources. A pension plan was not intended to subsidise a world cruise.

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Trust & Wills

Trust & Wills

Many people assume that trusts are for wealthy individuals, however the benefits they can offer to people with minimal wealth can be significant.

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Travel Insurance

Travel Insurance

We can provide expatriate travel insurance products for individuals, couples and families residing worldwide or within the European Union.

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Health Insurance

Health Insurance

Health Insurance is important to help you and your family remain healthy and cover medical care expenses if you become unwell or have an accident.

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Life Insurance

Life Insurance

This sort of protection is seen as a major benefit when a person is at their most vulnerable, when they can no longer work or financially support their family.

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Home & Car Insurance

Home & Car Insurance

for Home & Car Insurance here in North Cyprus to cover all your general insurance needs. Contact us today for a free home or car insurance quotation.

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About Us

We are Experts in the financial industry

Established in 2006, we have over 50 years combined experience working in the financial services sector, we are here to inform and advise you on any financial matter.

  • Independent Financial Advisors
  • Established in North Cyprus in May 2006
  • Servicing a Worldwide Clientele
  • Specializing in Tax Planning, Investments, Pensions & Insurance
  • Members of the Chartered Institute of Insurance (CII)

50

Over 50 Years
Of Experience

$20

Million Dollars
Under Management

UK

UK Qualified
Financial Planners

Don’t hesitate to get in touch with us for Your Financial Needs. Contact Us

Other Services We Provide

Trustee Services

We also provide a wide range of Trustee Services including International Business Company (IBC) formation and Nominee Directorship Services & Estate Planning.

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