A plan for you and your life
Whatever stage in life you are, a professional financial plan will give you confidence in your finances and help you to build a secure, more prosperous future. To create the right financial plan for you, one of our experienced advisers will listen to your needs and discuss your financial goals with you. And how we may achieve them.
Once we understand your circumstances, we can research and evaluate appropriate financial planning options for you. Our advisers can explain your options to you clearly, answer your questions, and help you to make informed decisions about any actions we recommend.
Retirement
planning
Save the capital you need today for the lifestyle you desire
Regular
savings
A regular savings plan is an efficient way to build a lump sum
Education fees
planning
Learn how to save on the cost of your children's education
Estate and
succession planning
Ensure the transition of your wealth to future generations
QROPS
Move your pension to a recognised scheme in another country
SIPPs
A personal pension scheme where you control your investments
QNUPs
A tax-efficient way to boost the value of your pension fund
How we work with you
Our 6-stage process to create a financial plan with actionable recommendations for you
Chat
An initial conversation to introduce ourselves and for you to decide if our service is for you
Discover
We meet with you, listen to your needs, and discuss your financial goal
Analyse
We research and evaluate appropriate financial planning options for you
Plan
We present your tailored financial plan to you and explain your options clearly
Implement
We implement decisions you make on any of the actions we recommend
Review
To keep everything on track, we review your plan regularly taking into consideration changes in your personal circumstances and the political and economic environment
“As an AIW client I’m delighted with the advice and service my family receives. I get regular updates on my portfolio and everything’s explained clearly and in plain English.”
J.D.,
CEO, Qatar
Years
Specialising in providing financial guidance to people who live abroad
Years
The length of time most of our consultants have been with us
Countries
Find one of our consultants near you
Get in touch with us today
You are under no obligation in having a discussion with us. You have enough obligations in life already.
And there’s no charge for our initial conversation
And there’s no charge for our initial conversation
Talk to us
We will call you back at a time to suit you
Book a meeting
A no-obligation meeting to discuss your requirements