Digital Investment Advice Service
This service is designed for individuals who do not require full holistic financial planning and would like to begin with a simple, structured investment strategy to put them on the right financial path.
Who This Service Is For
This service is suitable if you:
- You are at least 18 years of age.
- You reside in the GCC (United Arab Emirates, Saudi Arabia, Oman, Kuwait, Bahrain, Qatar) and have no plans to relocate outside of the GCC within the next 3 years.
- You have valid personal ID, residency ID, and proof of your current address.
- You have sufficient emergency cash reserves to support you should your circumstances change.
- You wish to invest via regular monthly contributions or have a lump sum of under £100,000 to invest.
The Advice Process
1At Our Expense
- You complete a short financial questionnaire.
- We review the information provided to confirm suitability for this advice service.
- Within two working days, your details will be assessed and we will contact you.
- If suitable, we will arrange a 30-minute recommendation meeting at a time convenient for you, where your investment strategy and recommendations will be clearly presented.
2After the Recommendation Meeting
- Following the meeting, you can decide whether or not you wish to proceed – there is no obligation.
- If you choose to go ahead, the implementation fee becomes payable.
- We then take care of setting up your investment account and implementing the recommendations.
- You will receive your investment account number and secure online login details.
- Your annual review meeting will be scheduled, and your investments will be managed and monitored on an ongoing basis.
Fees & Ongoing Service
If you decide to accept the recommendation and proceed with implementation:
One-off implementation fee: £849 / $1,150 (VAT not included, if applicable)
Ongoing advice & investment service: 0.75% per annum
What You Get
A Clear Starting Point- We review your current financial position and goals so you know exactly where you stand and what you are working towards. No jargon. No guesswork. Just a clear plan.
A Proper Investment Home for Your Money- Your investments are placed on a secure, regulated offshore platform (typically Isle of Man or Jersey), designed for internationally mobile individuals and built for long-term investing.
Confidence You're Not Missing Anything Important- We identify any gaps, risks, or inefficiencies in your wider financial setup, so you know what needs attention and what doesn't. Even if action comes later, you'll have clarity now.
Ongoing Investment Advice & Management- Your investments are actively monitored and reviewed, with an annual meeting to assess progress and cashflow. Adjustments are made as your goals or circumstances change, giving you peace of mind that your strategy remains aligned and professionally managed.
Straightforward, Transparent Fees- There are no hidden commissions, no product bias, and no surprises. Our advice is fee-based, fully transparent, and focused on what's right for you.
Access to the Right Experts, When You Need Them- When specialist advice is required, you'll have access to trusted tax specialists, accountants, and other professionals, coordinated so you don't have to manage multiple conversations.
One-off Fee
£849 / $1,150
VAT included if applicable
Ongoing Annual Fee
0.75% p.a.
Of invested amount per annum