Services
Fintec helps clients identify relevant financial-planning questions and, where appropriate, facilitates introductions to selected financial institutions and specialists.
Areas of focus
The following areas consolidate the services presented on the previous Fintec site. A discussion begins with your individual situation, not a one-size-fits-all product.
Regular savings and long-term retirement planning are recurring priorities for clients with international careers. Education costs can also form an important part of a family’s wider financial picture, particularly where overseas study is being considered.
Protection and estate questions deserve early attention. Fintec can help clients frame their needs and, where specialist knowledge is required, make an introduction to the relevant expert or institution.
When clients have capital available, decisions about time horizon, risk, diversification and administration can be complex. Fintec helps clients explore the questions and introduces them to selected institutions for the options they wish to consider.
Consultants on short or long-term assignments can face practical questions around tax planning, social security, invoicing, company structures, investments and retirement. Fintec also recognises the importance of individual financial planning for women at every life stage.
Fintec’s role is to help clients explore their circumstances and introduce them to selected institutions or specialists. Clients should obtain appropriate regulated advice before making financial decisions.
Every client’s circumstances, priorities and financial questions are different. Start with a conversation.