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We are a boutique style Wealth Management firm, providing tailored discretionary portfolios with matching financial advice.
FOCUSED ON DEVELOPING PERSONAL RELATIONSHIPS WITH CLIENTS.
WHAT WE DO
Our clients are at the core of everything we do and they benefit from a first-class experience that surrounds their needs and aspirations. We ensure our client’s success by fully understanding their needs and aligning our interests with theirs. Our clients value the close communication throughout the relationship and the educational framework we provide so they fully understand the financial decisions they make. This leads to positive outcomes and long fruitful relationships.FIND OUT MORE
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Wealth Management Financial Planning Pension Transfer Corporate Services
Credence international offer wealth management solutions to private and corporate clients that are looking to benefit from expertise and our proprietary access to the market. Through a unique group structure and a strong network of expertise in the sector we have some enviable relationships with banks and Assets managers. This can put clients that would often be regarded as retail clients into a stronger position enhancing the products they are offered.READ MORE..
Financial Health Check – Checklist
Life and personal finances are heavily linked – they both change over time. Many key life milestones are also inseparable from related, financial milestones. Of course, the earlier you start to plan...FIND OUT MORE
3 Things Every British/UK Expat Should Do with Their Finances in Dubai
Relocating from the UK to the UAE can be a fantastic life choice, as many expats prefer the vastly different lifestyle, not to mention the benefits of zero income tax to enjoy. However, it can be hard...FIND OUT MORE
Are You Fully Aware of the Death Benefits on Your UK Pension?
Knowing the type of personal pension that you have is key to understanding what will happen to your pension in the event of your death. The type of your scheme, as well as whether you have already begun to draw the pension, will determine what your partner, children and any other beneficiary will receive. In a defined benefit scheme, the scheme will pay out until your death. After this, a fixed percentage (usually 50%) of your pension income at the date of your death is paid to your spouse, civil partner or dependents. If there are no remaining beneficiaries, the scheme ceases to pay out. This means that remaining funds are returned to the pension provider. The scheme might also pay a pension for any children that are under the age of 18 or are still in full-time education. With a define...
Knowing the type of personal pension that you have is key to understanding what will happen to your pension in the event of your death. The type of your scheme, as well as whether you have already beg...FIND OUT MORE
The Need for Guardianship for your Children
For expats living in the UAE, knowing about guardianship and custody of your children is vital. To cover such a ‘what if’ situation means preparin...
For expats living in the UAE, knowing about guardianship and custody of your children is vital. To cover such a ‘what if’ situation means preparing for the loss of life in the family, and to ensur...FIND OUT MORE
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