If you thought offshore investments were complex, think again. Set up by professionals with proven expertise in the field, they can ensure your retirement plans run simply and smoothly.
Retired businessman, Tony, discovered just that when he turned to Warrington-based GPFS Financial Services for advice about making the most of his pension. The team of independent advisers, all with high-level finance experience, established an enviable portfolio.
"The main worry of most retirees, particularly with a large pension pot, is not to tie it up via inaccessible investments. We overcame this by combining fixed income funds based on the financially consistent asset-rich student accommodation market, along with offshore investment advice.
"It left Tony with a minimum tax bill and unlimited access to a healthy draw down income," said GPFS Managing Director Nigel Kearney.
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