St. James International · Services
As Independent Wealth Managers, we are able to offer a wide range of products and services to meet individual requirements.
Whatever your needs, be they Regular Savings, Retirement Planning, Portfolio Management, Corporate Services, Estate Planning or Education Funding, whilst you live and work overseas.
St James International specialises in providing independent financial advice for international investors. As well as providing a legitimate way to minimise your tax liability, there are other important reasons to consider investing and banking offshore including asset protection, confidentiality, and potentially better returns.
Our clients are multinational expatriates and overseas foreign residents using Offshore financial companies and products to achieve their financial planning objectives. We welcome the opportunity to discuss your requirements with you.
The following is a brief summary of events which you can expect to happen once you decide to find out how the services of St James International may be of benefit to you:
- We have a confidential discussion about your financial objectives and criteria.
- We provide a report based on the discussion, presenting you with a clear course of action.
- We discuss the report with you after you have had a chance to study it in your own time.
- If you want to go ahead we help you complete the required paperwork and send your application to the financial institution involved.
- We liaise with the financial institution on your behalf to ensure your application is processed smoothly and your official documents issued as quickly as possible.
Depending upon your location and or jurisdiction, we may be able to offer all or part of our services.
