Building Personal Relationships
We provide planning and advice for all aspects of your finances.
The starting point of our service is the creation of a financial plan, which is the roadmap for future decision making.
However, as life happens, financial markets do what they do and tax legislation changes, your financial plan will inevitably evolve over time.
With our ongoing planning & investment management service, we’re there to be your trusted partner to help you make the necessary decisions along the way.
Our Services
Financial Planning
Our Financial Planning service helps individuals to create a comprehensive strategy to achieve their financial goals through careful budgeting, investing, and risk management.
Retirement Planning
Our Retirement Planning service provides customised solutions to help individuals achieve financial stability and security during their retirement years through effective savings and investment strategies.
Wealth Management
Our investment portfolios are carefully designed and based on decades of robust academic research. Our aim is to help you to reduce risk, improve returns, and make sure that your investments are aligned with your values and goals.
Estate Planning
Our Estate Planning service helps individuals and families minimise their inheritance tax liability and ensure that their assets are distributed according to their wishes by providing personalised estate planning solutions.
Global Perspective
+ Local Knowledge
Leveraging Our Professional Relationships
We have an extensive “black book” of contacts with other experts in Poland, such as accountants, lawyers, insurance agents, tax advisers, etc.
If we don’t know the answer and/or we need to bring in additional firepower, we will carefully coordinate and collaborate with these other professionals on your behalf.
Real People with Real Results
From our first meeting in November 2013, Ross struck me as a great listener and observer, as well as a professional financial adviser who asks the right questions in order to mutually define financial targets and investment plans. He is both very knowledgeable on the technical side of financial investments and has great inter-personal skills. Each meeting consists in a pleasant and relevant interaction that is well followed up on and brings value to my family’s financial situation.
I have known Ross for over 10 years now when I still worked in Warsaw. Since I have moved via Prague to Brussels – but have not changed my financial advisor. Why should I? Ross is highly competent, reliable, has a good understanding of an expat’s needs and always comes up with good solutions. Not selling a product at any price, but trying to understand his customer’s needs, providing supporting analyses before coming to a conclusion.
Highly recommended.
In looking for a financial advisor, key to me was to be able to feel that the person the other side of the table was trustworthy and would place my interests at the centre of advice. Ross gave me this feeling the first time we met and the cooperation since then has shown that it is really the case, with excellent support provided throughout the process he has been engaged in.
