Investments

Whether you would consider yourself to be ultra risk averse, someone that likes to take a bit of risk, or an investor that is willing to accept higher levels of volatility for greater levels of return, we assist our clients with all manner of investment solutions. All designed to get your hard earned money working harder for you.

Savings

Saving makes us feel good. Knowing that we are building future financial security for ourselves and our families, by exercising a bit of discipline today, means that we are able to pay for those future items of expenditure that may be foreseen, such as our children's University School Fees, or unforeseen, such as unexpected health issues.

Retirement Planning

Planning for retirement is about making use of gainful, cost effective, pension solutions to ensure that you retire when you want to. Many are coming into retirement only to wish that they had better planned for this inevitable event. Getting your retirement planning in order, and making use of a Portable Retirement Plan, will get you where you need to be.

QROPS Losing Status

written by AES Direct on May 16, 2012

Ripples have shot through the QROP industry, in recent weeks, as Guernsey – considered to be a premier centre for QROPS, lost it’s QROP status. Whilst existing QROPS based in Guernsey will not be impacted, immediately, it places a huge question … Continue reading →