Financial Planning

We are recognised as one of the industry leaders in Financial Planning.  Vertex Financial Management is regulated by Polyreg.  Polyreg is a regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA), for the supervision of the financial intermediaries referred to in article 2 para. 3 of the Swiss Federal Law on combating money laundering.  Polyreg is recognised as a professional organisation ensuring a professional practice and code of conduct are adhered to for independent asset managers. Our role is to help you make sense of the many financial options available to you today so you can work out what is best for you. We will assess your current situation considering the following; 

  • Your assets and liabilities
  • What income these can generate
  • What income you need / or would like
  • Onshore or Offshore investment
  • When you would like to retire

Taking you through each step, wherever you are in your career, we can help guide you and will regularly review your plans.

Get in touch with us to discuss with one of our wealth managers.

Financial Planning

Our role is to help you make sense of the many financial options available to you today so you can work out what is best for you.

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QROPS/SIPP

If you’re an expat or you’re planning to live outside of the UK for an extended period, a QROPS/SIPP pension can provide a valuable...

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Swiss Mortgages

We are uniquely placed in being able to offer preferential rates on mortgages Worldwide. As an independent organisation...

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