Under 18 if parent is a client Age 18 – 100 Mortgages – First Time Buyers, Remortgage and Buy to Let Pensions – Saving or taking an income Individuals requiring holistic financial planning Individuals who reside in the UK or Rest of World ex EU with UK assets only

Small to Medium sized Trusts Trusts requiring investment advice

Small to large sized companies Workplace Pension Schemes Employee Benefit Schemes

Our Clients - Global Advice Group

Who we work with

We advise clients both in the UK and Internationally.

Our clients come from many different backgrounds and have different planning needs. They include business owners, young families looking to protect their income and family from unexpected events, purchase homes and save for the future and retired couples who want to make the most from their pensions and savings then also pass on as much as possible to the next generations.

Global Advice Group Ltd aim to work with the following types of individuals (Best Fit):

Individuals

Under 18 if parent is a client
Age 18 – 100
Mortgages – First Time Buyers, Remortgage and Buy to Let
Pensions – Saving or taking an income
Individuals requiring holistic financial planning
Individuals who reside in the UK or Rest of World ex EU with UK assets only

Trusts

Small to Medium sized Trusts
Trusts requiring investment advice

Companies

Small to large sized companies
Workplace Pension Schemes
Employee Benefit Schemes

For Clients

For Advisers

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