A SHROPSHIRE LAD IN SWITZERLAND
A Financial Consultant with 34 years experience and qualified to give advice in Switzerland, UK and the EU
I offer a free 1 hour video pension & investment consultation to help English speakers in Switzerland reduce tax and achieve their future goals and dreams
ALL ABOUT A SHROPSHIRE LAD IN SWITZERLAND
Helping English speakers in Switzerland reduce tax and achieve their future goals and dreams.
I have 34 years experience in financial services. After working for Nat West Bank for 15 years in the UK , I became an Independent Financial Adviser and set up and grew my UK practice. I subsequently sold that practice and ,after a 3 year sabbatical, I arrived in Switzerland in August 2014 with my fiancee Sue and i now run my own practice here in Switzerland from our home in beautical Stallikon
FREE VIDEO 1 TO 1 PENSION & INVESTMENT MEETINGS
Helping English speakers in Switzerland reduce tax and achieve future goals and dreams
I help English speakers living in Switzerland reduce their tax and achieve their future goals and dreams.
My personal FB page ' A Shropshire Lad in Switzerland' has over 14700 English speaking followers of many nationaities living here in Switzerland providing news, information, advice and events covering the whole of Switzerland.
I have 34 years experience of advising on pensions and investments with qualifications/experience covering Switzerland, UK and EU. -you will see on my FB page over 100 positive reviews regarding both my page and my free meeting offer
I have offered my free 1 to 1 information sessions over the last 10 years and slots get booked up very quickly once released.
At these 1 to 1 sessions I can help you ;
-to clearly understand the Swiss pension system and how to maximise it whilst you are here and at the same time reduce your tax where possible.
-to understand what happens to your pensions when you leave Switzerland .
-to understand what options you have with your savings compared to the negligble interest offered by all the major banks .
-to understand what service you should be receiving from your current adviser if you have managed pensions or investments with them
-to understand the benefit of planning and creating a long term, regularly reviewed financial plan to ensure your future dreams become your reality
If you wish to benefit from my 34 years experience in my profession and multi jurisdiction qualifications please book online as indicated to secure your personal meeting.
FREE 1 TO 1 PENSION AND INVESTMENT MEETINGS
Helping English speakers in Switzerland reduce tax and achieve their future goals and dreams
I help English speakers living in Switzerland reduce their tax and achieve their future goals and dreams
At these 1 to 1 sessions I will help you ;
-to clearly understand the Swiss pension system and how to maximise it whilst you are here and at the same time reduce your tax where possible.
-to understand what happens to your pensions when you leave Switzerland .
-to understand what options you have with your savings compared to the negligble interest offered by all the major banks .
-to understand what service you should be receiving from your current adviser if you have managed pensions or investments with them
-to understand the benefit of planning and creating a long term, regularly reviewed financial plan to ensure your future dreams become your reality
To book your personal 1 to 1 video pension and investment meeting please use the 'book online' facility on the menu
Had a useful initial consultation with Jonathan. Very helpful and clear advice on the options available to me with respect to my pensions, including in the event of an exit from CH.
Jonathan was also very transparent with his pricing for the various alternatives. I now feel much better positioned to plan for the future, particularly with tax efficiency in mind.
MT
Delighted with my 1 hour introductory meeting today. Jonathan is a lovely, helpful man with over 3 decades of experience in the Financial services industry. I really found our session useful and now have a good understanding of the Swiss Pension system and the options available to me when and if I return to the UK. Highly recommended! Thank for your time today Jonathan.
AP
Jonathan's introductory session was really helpful and helped us understand the overall Swiss system, and also some really useful tips to consider in the future - we'll definitely be following these up with him! It was definitely worth setting aside the hour for such helpful advice with no obligations attached.
HG
CONTACT ME
To book your free 1 to 1 pension and investment meeting please use the book on line facility in the menu . Any other enquiries please contact me via the options here
Postweg 17 Stallikon 8143 Switzerland
+41 (0) 78 868 8499