We specialise in helping a diverse range of international professionals and high net worth clients around the globe to not only grow their wealth but protect it. W1 provides independent solutions that allow you to achieve financial freedom in life. We work closely with an extensive range of regulated providers globally so that you have the greatest range of investments available and also that your risk is spread to the greatest extent possible.
Our range of services include:
Wealth Management
We ensure your investments are held in diverse portfolios and managed appropriately to ensure strong long term annual yields.
International Financial Planning
No matter where in the world you might be, or where you keep your money, W1 can help you protect it, grow it and keep track of it.
Retirement Planning
W1 offers a range of retirement planning services which include pension reviews to ensure you receive a sound understanding and assessment of your pension (SIPPS and QROPS) as well as holistic retirement planning.
Education Fee Planning
If you or your family are trying to cover expensive education costs W1 can help. We specialise in education fee planning so that you have an effective robust plan in place which ensures your children get the best education they deserve.
Savings Advice
We can support you in taking advantage of opportunities to grow and manage your savings. Everything from structured products to portfolio bonds and other lump sum investments are available at W1 which ensures you are getting the most out of your savings.
Estate Planning
We can help you have a plan in place to manage your estate and divide up your assets when you are gone. Take the cost and pressure off your family with our estate planning services.