Menu
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.
The rare exception would be if the Adviser Firm has special overseas regulatory permissions from the specific Regulator of the Country to which you have moved.
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:
This is achieved through our agency via Blackden Financial in Geneva, Switzerland, along with their EU Partners. The result is:
Our solutions are aimed at keeping your costs down, investment performance up and ensure you benefit from qualified, regulated advice in the relevant jurisdiction.
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.
Our solutions, as always, are aimed at keeping your costs down, investment performance up and to ensure you benefit from qualified, regulated advice in the relevant jurisdiction.
To find out more, e-mail to info@pattersonmills.ch or complete our contact form here.
Whether you are 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.
Our solutions, as always, are aimed at keeping your costs down, investment performance up and to ensure you benefit from qualified, regulated advice in the relevant jurisdiction.
To find out more, e-mail to info@pattersonmills.ch or complete our contact form here.
Whether you are moving away shortly or even in the planning stages, you have nothing to lose and potentially a lot to gain!
Patterson-Mills Sàrl is powered by Lawsons Network and operates as an Appointed Representative. We benefit from their regulatory infrastructure and cutting-edge software, enabling us to safeguard and enhance your wealth. Lawsons Network AG, Company No. CHE-394.490.386, Rue Neuve-du-Molard 19, 1204 Genève, Switzerland. Lawsons Network AG is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA – F01379525), a member of the Client Advisors register at Association Romande des Intermédiaires Financiers (ARIF – 32974) and affiliated to Organisme de Surveillance pour Intermédiares Financiers & Trustees (SO-FIT) as an SRO – Affiliate No. 1202.
© COPYRIGHT 2024 – PATTERSON-MILLS SÀRL – PRIVACY POLICY
THIS SITE IS PROTECTED BY RECAPTCHA AND THE GOOGLE PRIVACY POLICY AND TERMS OF SERVICE APPLY.
