Our financial advisers help expats around the globe manage their financial affairs from UK pension transfers, managing existing investments, lump-sum investments/portfolio management, regular savings, insurances, international mortgages and much more.
All our clients have some key elements in common – they are a ‘good fit’ for our firm and methodologies and we are the right financial partner for them.
With a client base of around 100, we find they come from a range of backgrounds and circumstances.
Fundamentally there must be a willingness to fully engage in our in-depth, interactive exploratory planning process. This is a critical element in ensuring we fully understand lifestyle goals, desires and aspirations and can build an effective plan from it.
Additionally, we need to be certain that we can provide value and they have the capacity to pay our fees. If we feel we cannot add sufficient value to our clients to justify their fees we would decline to proceed.
The financial advisers trading under Smart Financial/BFMI are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 3647.
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