"Churchill & Partners are by far the best I have ever dealt with"

Churchill & Partners have been nothing short of excellent since I started using their services a few years ago, and I really don’t know what I would have done without them. I have gone through periods using other financial services over the years, and I can say with certainty that the advisors at Churchill & Partners are by far the best I have ever dealt with. They have been fantastic with the advice they’ve given me as well as the ways in which they have invested my money, and believe me that isn’t always the experience I’ve had. With things being like they are out there, it’s important for people to be able to trust those who are dealing with their money, and that’s exactly what they do. I never feel victim to shameless sales pitches or feel as though they’re more interested in what I’m paying them than in my money, and I would recommend them to anyone who has had enough of impersonal service that leave a lot to be desired. Because they’re specialists in helping expats make smart investments and prepare for retirement or big payouts such as education fees, they are able to tailor their guidance and services to suit every particular person. I get the impression that they just don’t believe in offering blanket advice that helps nobody very much, and that’s incredibly rare in this industry. Without their help, I would never have full grasped the many tax benefits etc. available to me as a British expat and that has helped me in more ways that I will go into here. Investing money has always been a tricky business, and it only gets trickier when living outside of your home country, so I am always thankful for the excellent service they have offered me since I took up their services.

Why Financial Planning is so Important for Expats Moving Abroad

When is it a good idea to start reviewing your financial planning when moving overseas? Before you go, if possible, just to make sure you are able to enjoy the benefits of being a British expat working abroad at the same time as avoiding the pitfalls many people encounter when left unprepared. There are many reasons why taking care of your finances and planning ahead are important to your present and future financial situation, and seeking advice from a company like Churchill & Partners is the smartest move in these situations where things can seem a little overwhelming.

As long as there are no payments or bills to settle back in the UK, it’s advisable to keep your money in an offshore bank account so as to reap the benefits of greater tax efficiency while you can. Doing this may worry you, and that’s where your chosen financial advisors can talk you through the process and put your mind at ease. There are lots of things you can do to further improve your finances while living overseas, for example, and it’s important to seek reliable, personalised advice before embarking on your new adventure. 

With a move this big, there are always going to be big wins and potential problems, and talking to an experienced advisor will help you avoid the latter as much as possible. In addition to setting up an offshore account, there is also the possibility of organising saving strategies that will benefit you and your family in the future – such as saving for education fees or your own retirement. Above all, it’s important to do all of this at the start of the next chapter of your life, as the same financial benefits may not be available once you get around to it at a later date.

With improving circumstances, opportunities to invest your money may also arise, and this is yet another situation in which seeking advice from specialised financial advisors will help you. Living as an expat can be a wonderful way of accelerating your wealth and career, but that’s what makes it so important to take care of the details while you can. Contact Churchill & Partners today to set up a meeting and start planning for a better financial future.

How Technology is Effecting the Role of Financial Advisors

It is a commonly held opinion that the evolution of technology in the finance world has rendered the role of the financial advisor less valuable, but this couldn’t be further from the truth. In fact, financial advice in the form of portfolio management, specialist financial planning, retirement and education funding plans have all been enhanced by the utilisation of technology, bringing clients’ investments into the modern world and making services such as those at Churchill & Partners more efficient.

Firstly, clients will always receive a better service face to face, rather than through a tool or application that cannot respond directly to their needs, and this means that financial advisors will always remain relevant to the financial services industry. The best use of technology here, and the most often implemented, are tools for analysing investments and investment strategies in order to determine the best opportunities and the state of current investments, as well as what to avoid. This complements the roles of the financial advisor, as it simply makes it easier to look at an existing portfolio critically and with new context.

Financial advisors will add value to these determinations, however, with reactive strategies and advice that can help clients to take real control of their money and implement effective tactics that will ensure they make smart, informed decisions in the present and the future. Technology cannot replace the role of a dedicated financial advisor, but it can aid them in their perceptions, with it now much easier to determine the past and future state of specific investment opportunities and apply that information to the status of a particular client.

With these tools to help the process, technology can actually add value to the role of the financial advisor and see greater results for expat investors in the long run. Rather than relying on tools and services that have no room for human nuance and are incapable of offering a personal service, or using financial services that are resistant to change, get the best of both worlds with advice that incorporates all of the benefits of technology and classic advice.