Bespoke International Financial Planning Advice
Touchstone Advisory Ltd
Touchstone Advisory Ltd. focuses on providing clients customized financial planning and comprehensive wealth management services.
We tailor make portfolios considering who our client is, where they want to go, and all the unique circumstances that apply to their situation.
We offer unbiased advice at a fiduciary level.
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Services
ROPS
Recognized Overseas Pension Scheme (ROPS) – Is an overseas pension scheme that meets requirements set by the HMRC. QROPS was created in April 2006 as a result of the EU freedom of capital movement.
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SIPP
SIPP – A Self-Invested Personal Pension (SIPP) is a UK Registered Pension Scheme. Administered in accordance with Her Majesty’s Revenue and Customs (HMRC)
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QNUPS
Qualifying Non-UK Pension Scheme (QNUPS) is an overseas pension scheme in which cash assets that are not eligible for UK tax relief can be contributed
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Currency Exchange
Currency Exchange Service helping clients to make efficient and cost-effective money transfers.
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Latest News
Managing volatility
Diversification is paramount in uncertain times The outbreak of coronavirus (COVID-19) has understandably been dominating the news headlines. Market fear ...
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Beware of pension fraudsters
Safeguard your hard-earned retirement savings from COVID-19 scammers Fraudsters are exploiting fears over the COVID-19 pandemic to target pension savers ...
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Coronavirus impact on the global economy
It’s more important than ever to stay the course The coronavirus (COVID-19) outbreak is first and foremost a human tragedy, ...
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Business support at a glance
Key announcements to support people and businesses In response to the coronavirus (COVID-19) outbreak, Chancellor Rishi Sunak has set out ...
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Focus on long-term horizons
Time in the market, not timing the market During this difficult time, fear and worry are understandable, particularly as the ...
Read MoreMeet Our Team
Adrian Flambard
Adrian is the Chief Executive Officer at Touchstone Advisory Ltd. Adrian has over 30 years’ experience in the financial services industry.
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Bennett Linsky
Bennett works as the Director of Client Services for Touchstone Advisory Ltd.
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Felicity Rice
Felicity has over seven years’ experience in the Financial Services industry and prior to joining Touchstone Advisory Ltd., she was working initially throughout Europe and then in both New York and The Bahamas as a Registered Investment Advisor
View ProfileGiving Back is Important to Us
