Chartercross is a multi-award winning, regulated capital management company, and we know that the world of investment is complex, thus making correct and informed decisions is paramount for success. With our ever-expanding global reach we help clients across the world make those important decisions that are right for them. Unlike most other advisory companies, Chartercross is uniquely positioned to provide our private clients wealth management and asset protection expertise which are not typically accessible to expatriates, due to the country or territory in which they are resident. We specialise in international, and offshore advisory services for individuals as well as corporate clients. We recognise that every client is an individual, with individual goals and circumstances. At Chartercross you will be treated as such, and we ensure that only the appropriate options respective to your specific needs are offered. With a full spectrum view of each individual case, we assist in not just the creation of wealth, but its preservation as well. Our expertise stems from our ability to listen to our clients, and formulate strategies tailored to fit. We are here for our clients at every stage of life to help you maximise their financial potential. Working for your best interest is in our best interest, so you can rest assured knowing that our team of professionals are looking after you. Chartercross is founded on the principles of Simple, Impartial Advice. We stand behind every financial decision we help our clients make, with years of experience in providing sound guidance. What we can help you with? Estate Planning & Asset protection Estate planning is one of the essential elements to your overall wealth management. A good strategy will ensure once wealth is earned it will remain within your family. A clear strategy created with your goals in mind will give you more control, securing your privacy, and preserving your capital for future generations. • Inheritance Tax Planning • Wills • Asset Protection • Insurance • Trust & Corporate Structures Wealth & Investment Management Most people will seek a second opinion when it comes to matters of physical health. Wouldn’t it make sense then, to get a second opinion about your financial health? The Portfolio Management team at Chartercross can breathe new life into your investments and keep them performing at their potential. • Savings & Investments • Asset Management • Existing Portfolio Management • Financial Planning • Education Planning • Currency transfer (Forex account) International Retirement Planning Retirement always seems as if it is a far-off goal, but every day that future gets closer. We all have dreams of living easy in our silver years, but for most of us it will remain only a dream if we do not take action towards it. • Retirement for UK expatriates • Retirement for US expatriates • Pension Transfers • QROPS • QNUPS • SIPPS Corporate Services At Chartercross we help companies of a variety advantageous structures to maximise efficiency and reduce costs of running a business. Whether it be in setting up an offshore companies, establishing a corporate pension scheme, insuring key staff or reducing your foreign exchange costs we are able to offer simple impartial global advice. With record low interest rates in the world today it is not efficient for cash to sit on the balance sheet. We can offer international solutions to corporate clients to help navigate the way to a successful endeavor. • Corporate Pensions • Corporate Forex Account • Group Savings Schemes • Insurance • Trust Formation • Fund Platform • Accountancy & Booking Keeping Services • Asset Management • Legal Services • Corporate Insurances
