• Pensions / Investments demystified

  • Interactive Tools

  • Independent Product Reviews

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  • Forensic Analysis Report


Real case studies based on our satisfied clients.

We ensure products like investment bonds are subservient to long-term customer relationships – our clients always come first


23-improved

US CLIENT

US based client who had a UK pension had been advised to move his pension to Malta and take out an investment bond. You want to hear what happened next.

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73k-diff

INVESTMENT PERFORMANCE

A wealthy client had invested £270,000 into Royal Skandia investment bond. After 8 years and 3.5% growth annually the investment was worth… how much?

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95k-loss

US DUBAI BASED CLIENT

Was advised to take out a 25 years savings pension plan. He invested $2,700/month for 2 years and then wanted access to the money. Guess what happened?

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