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“If
you want to know your past,
look at your present conditions.
If you want to know your future,
look at your present actions.”
Equity & Bond Associates is a specialised
Independent Offshore Financial Planning Consultancy
offering high quality advice to Individuals
and Businesses.
Offshore Financial Planning means: ‘Taking
control of your finances and making your money
work for you tax efficiently. Setting priorities,
working towards your financial objective and
finding the right and flexible financial product
to meet your objective ’.
The purpose of the company is to provide services
that improve our client’s financial condition.
We do this by providing specialist advice on
Traditional, Alternative and Life investment
products ensuring diversification of ones assets
to maximise returns.
It is of prime importance that we have no outside
shareholders. This ensures complete independence,
which in turn means unbiased advice to our valued
clients. This gives us the flexibility and adaptability
in the ever changing and fast moving financial
world.
All consultants are experienced and qualified
to provide financial advice. We also ensure
that we have consultants who specialise in different
aspects of financial planning, to provide our
clients with professional, ethical and accurate
advice.
The Director has over 17 years of experience
in the UK and offshore market place. He has
provided quality financial advice to Individuals
and Companies and has received various awards
for his technical knowledge and customer service
approach. The most recent award was the overall
winner of ‘The British Excellence Awards’
in Kuwait for supporting the British Financial
Services Industry and encouraging inward investment
to the United Kingdom. The award was presented
by His Royal Highness the Duke of York Prince
Andrew at the British Embassy in Kuwait on the
4th March 2007. (Click here
to see pictures)
The company is registered in the British Virgin
Islands and we have offices and representatives
in the Middle East and Eastern Europe. Currently
we have over 27 nationalities as clients of
various occupations and they are currently situated
in over 23 different countries world-wide.
To extend our professionalism, we have good
relationships with specialised companies that
can provide services on International Mortgages,
formation of Offshore Companies and Trusts,
Wills/Testaments, Taxation and Administration
of Corporate services for Employee and Provident
benefit schemes.
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