Global Investment Opportunities

Choosing the right investment opportunities needn’t be complicated. Think of me as a user-friendly platform that connects you with a comprehensive range of ethical secure investments, funds and managed portfolio options, via a team of highly accredited financial experts, all of whom have the FA’s seal of approval.

Together with our global partnerships, we bring you the tools, knowledge and research analysis to help you capitalise on global trading and investment opportunities. Whether you’re an expat starting out on the road to investing, or a high net worth individual, our specialist advisers will help you to set out your objectives, build a bespoke plan that suits your circumstances and aspirations, and help you understand the best ways to save.

We can also help you with the little things like: setting up your offshore banking; organising your insurance policies; updating you on your financial portfolio;
guiding you with education planning; and helping you understand financial legalities and expat tax issues.

The value of investments can go down as well as up and you may not recover the amount of your original investment.

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Wealth Management isn’t as complicated as the industry makes out, especially for the 95% of normal people, just wanting to improve their life and provide for their families.

Here at the key things you need to know/think about, in order to start your investment journey.

Your Risk Profile/Tolerance

Your Time Horizon

Your Desired Objective

Your Current & Future Lifestyle Needs

I maintain an interest in the UK property market but beyond that There are 3 Main types of funds I am currently utilising, that outline my investment philosophy.

1. Low Cost, Indexed, Passive, Exchange Traded Funds (ETF’s) Scientifically proven to be the most consistent, reliable and simple way to invest for the long term, They track the world’s biggest companies on Indexes such as S & P or FTSE.

2. Environmental, Social, Governance Funds (ESG) These are sectors or companies that are committed to improving the world, such as Clean Energy or Education, but also actively avoid companies involved in Arms, Animal Testing etc.

3. High Performing Actively Managed ETF’s – This would suit clients with a shorter time horizons, but could see higher than average performance in a relatively short amount of time,ARKK Fund is one such example, involved in disruptive tech, genomics and big data.

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I never knew I needed a financial coach/adviser until I met with Josh, not only does he keep me accountable but he explains everything properly in an easy to understand way,  he’s really opened my eyes and pushed me to achieve certain goals, couldn’t recommend him highly enough.
Josh really demonstrated his expertise but also empathy for our situation, he really fixed things from the mess made by our previous advisor too and couldn’t be more thankful to have met him, I just wish we had met him sooner.
A real down to earth and genuine advisor who is so easy to talk to and get answers from, a complete change from previous advisors I has the misfortune of working with in the past.
We were lucky enough to meet Josh very early on when we first moved to Dubai and he really helped up with a clear and realistic financial plan, but  he was also asking questions about our values and goals in life, rather than just running some numbers.

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