Outlook: three key themes for 2023
By Nathan Sweeney - In 2022 we experienced one of the most challenging years for investors since the Global Financial Crisis. Investors and consumers have been in a fistfight with…
Keep your
ts
about you
Our award winning consultants don’t
just sell you a policy or plan, they stay
with you and advise you all the way.
UK Defined Benefit Pensions
Create greater flexibility and leave money
to your loved ones.
Consolidating Pensions
Track down and consolidate historical
pension schemes
Transferring Pensions
Transfer to a flexible pension to give
greater investment choice
Pension Drawdown
Decide what level of income you want
UK Qualified Advice for the International Market
While you are living abroad, we can provide you with all the essential services that you would expect
from a leading wealth management company. We work closely with our global partners to offer
world-class financial solutions and ensure compliance to legal, regulatory standards.
Tailored to you
As well as providing tailor made portfolios explore our range of Managed Portfolios, in partnership with
Marlborough Group and Evelyn Partners. The W1 partnerships give access to expertly managed portfolios
using the buying power of W1. We have chosen our portfolios to vary across the risk ratings so no matter if you
are of a cautious, balanced or aggressive investment nature then there is an appropriate solution for you.
Find out more
Find out more information on the W1 – Marlborough Partnership
Please click here or the logo below to find out more information.
Wherever you are
W1 Investment Group provides specialist financial advice, services and solutions to UK Expatriates around
the world. With strategically placed offices and a focus on Europe, we combine global knowledge with
local experience to offer exceptional customer service.
Building strong client relationships is at the heart of our business, so wherever your location,
we will arrange an initial face-to-face meeting to talk through your financial requirements.
