Financial Planning
When it comes to financial planning, there are a range of factors to consider in order to protect and grow your wealth.Savings and investments, retirement planning and lifestyle planning are all important aspects to think about.
What if you could find a financial planner who understands your unique needs and can create a personalised strategy designed to achieve your objectives?We offer a wide range of services to expatriates and international investors, including retirement planning, investment advice, and estate planning.Our team of qualified professionals have years of experience in helping people from all walks of life achieve their financial goals.
LEATON WEALTH
We believe that everyone should have access to quality financial advice, regardless of their budget or investment knowledge.
We offer a range of services, from simple advice to more complex planning strategies.
If you’re looking for strategies to protect and grow your wealth, whatever life throws your way, Leaton Wealth is the perfect partner for you.Contact us today for a free consultation.
How we do it
We understand that each individual has unique needs and objectives, which is why we offer a personalised strategy, tailored to achieve your specific goals. Whether you are looking to secure your financial future or want to invest in companies that share your values, we can help.
Our team of experts have many years of experience in the financial services industry and will work with you to create a plan that meets your specific requirements. If you are an expatriate or international investor looking for strategies to protect and grow your wealth, please get in touch. We would be happy to discuss our products and services with you and answer any questions you may have.
strategies volatile markets
Absolute Return Funds
These funds are often referred to as unconstrained because they can invest in a
vast array of financial instruments.
Stocks, bonds, currencies, derivatives, short positions.
Just about
anything that may help deliver that positive return with less volatility.
STRATEGIES DURING HIGH INFLATION
Loan notes
Loan notes are just one way to invest cash to get decent returns or to invest in the
property market.
But what are they, are they an alternative to buy to let investments,
and are they a safe way to invest?
GROW AND SECURE YOUR WEALTH
Savings and Investments
When it comes to safeguarding your wealth, there are a number of different strategies you can adopt. Are you looking to protect your wealth, grow it over time, or generate an income in retirement? Once you know what you want to achieve, we can can recommend products that will help you reach your goals.
There are a number of factors you need to consider when deciding how to save and invest your money. For example, how much risk are you prepared to take? How long do you want to tie up your money for?
Not all savings and investment products are the same, so it’s important to do some research before you invest. We can help you understand the different products and compare features such as returns, fees and risks. Working with an adviser can help you make the most of your money and find products that are right for you.
PLAN YOUR RETIREMENT GOALS
Retirement Planning
How much money do you need to retire comfortably? What kind of lifestyle do you want to lead in retirement? It’s important to have a personalised strategy in place that will help you achieve your objectives. This will help you to grow your wealth over time, so that you’re able to maintain your current lifestyle even after you’ve stopped earning a salary.
When it comes to pensions, there is no one-size-fits-all answer. Everyone’s situation is different, and what works for one person might not be the best option for someone else. That’s why it’s important to review your pension arrangements regularly, and make changes where necessary.
Perhaps you’re considering to transfer your pension, or you’re unsure about the value of frozen pensions from previous employers? We can help you find your pension transfer options, be it a QROPS, IORPS or SIPP.
STRATEGIZE YOUR FUTURE
Lifestyle Planning
What next? Many of us have already made our financial plans, but this does not mean that you’ve been able to plan for the future. A few steps in the right direction can always go a long way. How are you going to achieve your goals? The key is to get a clear vision of what you want and then choose the best possible way to achieve it.
Have you considered the cost of your children’s education? Maybe you want to go back to your home country or move abroad? Do you require assistance with inheritance tax? Whatever life throws at you, it’s critical to have a strategy in place to safeguard and increase your assets.
Our experienced advisers know how to plan for the future, take into account the shifting global market, and help you to make informed decisions that will set you up for success. You can be confident that we will help you plan the future in your unique way, with total commitment and dedication.
Get In Touch.
What Our Clients Say
“Brian was instrumental in arranging my QROPS seven years ago and since then I have found his advice both informative and accurate.”
Stephen Kirk
“Brian has been my financial advisor for over 10 years now. In that time I have received frequent good advice and timely reports of market activity to help with my financial planning. I would recommend Brian to anyone who wants an honest and hard working financial adviser. I am also pleased to call him my friend.”
Stephen C Pritchard
“Brian has been my Financial Adviser for more than 18 years. At the time of our first meeting in Jakarta Indonesia, Brian was able to figure out how much I needed for retirement, set savings benchmarks, develop a long term investment strategy, plus create a favourable tax strategy with a QROPS… Some 18 years later I am in retirement and reaping the benefits of Brians advanced financial and retirement planning. Each year Brian will arrange a face to face meeting or Zoom call to discuss my portfolio, that is very reassuring and informative. I can highly recommend Brian as a private wealth manager.”
Bill Collins
“Brian was recommended to us by friends in Jakarta and has been advising us with our investments since 2012.We have been very pleased with his assistance and advice and would not hesitate in recommending him to others.”
Suzy and Neil Carmody
Book a Call
Book an initial call with us for a free consultation.
Or drop us a line
Contact Info
+32 493 98 92 94
info@leatonwealth.com