Should you be planning to move, or have already moved, to another EU jurisdiction, our distinctive solutions can give you peace of mind over your finances.
Should you be planning to move, or have already moved, to another EU jurisdiction, our distinctive solutions can give you peace of mind over your finances.
If you are considering moving between one of the EU countries, or even to Switzerland, to work or live, it is important to note that your current financial adviser will quite probably be unable to accommodate your financial management needs, once you are no longer resident in one jurisdiction and have moved to the second jurisdiction.
La rare exception serait si le cabinet de conseil dispose d'autorisations réglementaires spéciales à l'étranger de la part de l'organisme de réglementation spécifique du pays dans lequel vous avez déménagé.
Extreme care should be taken if your existing UK Adviser suggests that you can be advised whilst abroad. In particular, you will lose all financial protections in place when receiving advice from a UK-based and regulated Adviser Firm. These include the:
*cover that the Adviser Firm needs to have to adequately protect its UK Clients in the event of a financial loss being deemed due to advice given to you.
We have found cases where Adviser Firms across the EU are unaware of the above rules and regulations, continuing to advise Clients from one country who move away to another. This is bad for the Client who ends up losing some or all of the above protections.
Fortunately, whether or not you are a current Client of Patterson Mills, we can offer you the right advisory solution for those moving to the following countries:
Cela se fait par l'intermédiaire de notre agence avec Blackden Financial à Genève, en Suisse, et de ses partenaires européens. Le résultat est le suivant :
Nos solutions visent à réduire vos coûts et à améliorer la performance de vos investissements, tout en vous assurant que vous bénéficiez de conseils qualifiés et réglementés dans la juridiction concernée.
Whether you are still in the planning stages, or have already left, we can help. Due to our regulated international links, we can review what you have in place before you leave, or after, and make recommendations so you can plan your preferred next steps an have peace of mind.
Nos solutions, comme toujours, visent à réduire vos coûts, à améliorer la performance de vos investissements et à vous faire bénéficier de conseils qualifiés et réglementés dans la juridiction concernée.
Pour en savoir plus, envoyez un courriel à info@pattersonmills.ch ou remplissez notre contact form here.
Que vous vous envoliez moving away shortly or even in the planning stages, you have nothing to lose and potentially a lot to gain!
Whether you are still in the planning stages, or have already left, we can help. Due to our regulated international links, we can review what you have in place before you leave, or after, and make recommendations so you can plan your preferred next steps an have peace of mind.
Nos solutions, comme toujours, visent à réduire vos coûts, à améliorer la performance de vos investissements et à vous faire bénéficier de conseils qualifiés et réglementés dans la juridiction concernée.
Pour en savoir plus, envoyez un courriel à info@pattersonmills.ch ou remplissez notre contact form here.
Que vous vous envoliez moving away shortly or even in the planning stages, you have nothing to lose and potentially a lot to gain!