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Ring Warrior
I thought it best to post up a list of things we actually do and how we do it. You can of course read all about the company on my website if you wish.
www.kuberawealth.co.uk
We work alongside a number of well-researched providers, to deliver a truly integrated wealth management service. Our solutions are customised to your individual needs and circumstances whether you're based in the UK or abroad.
For UK Investors
We provide bespoke advice, tax planning and wealth management for wealthy UK based individuals and their families. Our wealth administration facility is designed to allow you the freedom to focus on your passions and interests, while we look after your financial affairs.
International Investors
Internationally focused advice and cross border compliant solutions for non UK residents. Our experience spans more than 11 years and we deliver this service in partnership with specialist providers from Trust companies, to offshore life offices, custodial platforms and tax accountants/barristers.
I am sure that some will find the "holistic" and "generic" nature of my explanation above abit flowery so here is a list of common areas of advice, by no means exhaustive.
*Investment Advice
*Retirement Planning/Pension advice
*Protection (Life and Critical Illness and Income)
*Inheritance Tax Planning
*Mortgages
I am well networked and connected here in London in the Wealth Management world so am never far away from being able to point someone in the right direction or make an introduction for areas that I do not specialise in.
I have built my reputation and brand around always being approachable and ready to help so please feel free to PM me or contact me via my website with any questions or queries you might have.
www.kuberawealth.co.uk
We work alongside a number of well-researched providers, to deliver a truly integrated wealth management service. Our solutions are customised to your individual needs and circumstances whether you're based in the UK or abroad.
For UK Investors
We provide bespoke advice, tax planning and wealth management for wealthy UK based individuals and their families. Our wealth administration facility is designed to allow you the freedom to focus on your passions and interests, while we look after your financial affairs.
International Investors
Internationally focused advice and cross border compliant solutions for non UK residents. Our experience spans more than 11 years and we deliver this service in partnership with specialist providers from Trust companies, to offshore life offices, custodial platforms and tax accountants/barristers.
I am sure that some will find the "holistic" and "generic" nature of my explanation above abit flowery so here is a list of common areas of advice, by no means exhaustive.
*Investment Advice
*Retirement Planning/Pension advice
*Protection (Life and Critical Illness and Income)
*Inheritance Tax Planning
*Mortgages
I am well networked and connected here in London in the Wealth Management world so am never far away from being able to point someone in the right direction or make an introduction for areas that I do not specialise in.
I have built my reputation and brand around always being approachable and ready to help so please feel free to PM me or contact me via my website with any questions or queries you might have.
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