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May 19
1 min

Offshore Financial Advisers - what does the future hold?

Slowly but surely change is coming to the offshore financial advice market. Regulation is creeping in from a number of quarters. Product...

102 views0 comments

Can UK standard financial products be right for the offshore market?

Giles Refoy

May 18
2 min

Can UK standard financial products be right for the offshore market?

Can UK standard financial products be right for the offshore market? There's a huge disparity between the quality and in particular cost...

67 views0 comments

How technology is shaping the future of how we work.

Giles Refoy

May 14
2 min

How technology is shaping the future of how we work.

Remote working in the traditional ‘non-nomadic’ worker scenario has up until recently carried a bit of a bad reputation. Employers often...

23 views0 comments

Are you ready for the digital revolution?

Giles Refoy

May 10
4 min

Are you ready for the digital revolution?

2020 will surely be remembered as the year of the Covid-19 pandemic. We sat and watched as it unfolded, spreading slowly around the...

53 views0 comments

Giles Refoy

May 10
2 min

Marching into March.

Marching into March In many locations globally we take note of the anniversary of lockdown measures put in place to curb the spread of...

24 views0 comments

Are your clients now seeking income from their portfolios?

Giles Refoy

May 10
1 min

Are your clients now seeking income from their portfolios?

With the immediate future still being uncertain for investors who are invested in equities or index tracking funds, we know that being in...

18 views0 comments

Giles Refoy

May 10
2 min

How do expats spend their retirement?

It's important to plan for your retirement but it's not just financial planning that's important. It's just as important to plan out your...

26 views0 comments

What does added regulation mean for advisors and clients?

Giles Refoy

May 10
2 min

What does added regulation mean for advisors and clients?

Offshore financial advice has changed a lot over the years, increased regulation to protect investors is and always will be the key...

38 views0 comments

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