When you are thinking of leaving the UK to live abroad, one of the subjects you need to address is your finances. Many people talk to their bank or to their building society. Others speak to their financial advisor. This makes perfect sense because it is important to have your financial affairs in order so that you your financial security is assured.
I work very closely with Jason Ritchie a partner of St James’s Place Wealth Management, one of the UK’s largest and most respected Wealth Management companies. Jason is able to provide specialist, bespoke financial advice to non UK Residents, taking into account tax and non residency issues. Jason is able to help individuals in deciding the best place to deposit their money. St. James’s Place has offices located across the whole of the UK and has a huge amount of experience in dealing with more complex financial situations. The company were awarded the Daily Telegraph Wealth Manager of the year award for 2007 and picked up the same award with the Financial Times and Investors Chronicle for 2008. This recognizes the quality of the brand you are able to take advice from.
Jason is able to advice on Pensions, Investments, Off Shore Investment Strategies and Inheritance Tax Planning. It is possible to meet with Jason either in the UK, or in Bulgaria, where he visits quarterly to visit his existing clients, which include myself.
Everyone, I believe has the right to good quality financial advice and to benefit from a long term trusted relationship with a highly qualified advisor which ensures that their financial position is kept under close scrutiny and constant review. Take the opportunity to speak to Jason, he can be contacted by telephone on (0044) (0) 7917808289/ (0044) (0) 1225860126 or email Jason.ritchie@sjpp.co.uk.
Please let him know that you found him via my blog site, this helps him in understanding how new clients have found him.
Welcome to my site.
Please let me introduce myself, my name is Mark Wright and for more than eight years now I have been in the real estate business, mainly within the UK, where I became an office manager with a leading estate agency group. After moving to Bookavets near Veliko Tarnovo, Bulgaria in March 2007 I did not work for several months, then for 10 months I worked for one of the largest real estate agencies in Veliko Tarnovo, helping train the English speaking Bulgarian agents, who deal with the International clients.
I am now working independantly locating properties for buyers, who are looking to relocate around Veliko Tarnovo, Resen, Hotnitsa areas. Working on their behalf, I can access far more properties and select only ones suitable to my clients thus cutting down time spent looking at non suitable abodes.
I live here with my wife Sally, and son Shane, (our daughter Teri, lives in Swindon Wiltshire.) in a large village called Resen, just north of Veliko Tarnovo. We enjoy a stress free lifestyle that we could only imagine whilst living in the UK., long hot sunny summers and cold snowy winters.
There are quite a few Brit’s within a few kilometers of us, but mostly we talk to our Bulgarian neighbours, slowly, as we do not speak fluent Bulgarian yet! The local people are very friendly and will often pass you small gifts like fruit and Rakia (local home made whiskey) We for our part return their friendship with home made cakes etc.
Our British friends are great, we meet up quite often to help each other with new products found, or general information we have gathered. Sometimes just for a coffee or beer!
I have found that many British come here looking to buy property, but do not know where to start. I have a few key questions that I like to ask, this gives me a real insight to what they are looking to achieve. As I have been through the process and now know the pitfalls, hopefully I can save others the heartache and stress of searching for the right property.
I can help with all the details required in buying property here, from setting up bank accounts to opening your company, this is required when you buy a house with land. I can source any kind, from land/apartment/house/office even hotels.
Let me know how I can help you.
If you have any questions about my service I can provide you with names and email address's of previous clients who would be happy to tell you more about me and the level of service provided.
Please read all the "post's" on my blog, at the bottom of each page you can click a button for "older post's" this just means "go to the next page". You should find a lot of useful information contained here. If you feel the need for anything else please let me know and I will be happy to oblige.
I am now working independantly locating properties for buyers, who are looking to relocate around Veliko Tarnovo, Resen, Hotnitsa areas. Working on their behalf, I can access far more properties and select only ones suitable to my clients thus cutting down time spent looking at non suitable abodes.
I live here with my wife Sally, and son Shane, (our daughter Teri, lives in Swindon Wiltshire.) in a large village called Resen, just north of Veliko Tarnovo. We enjoy a stress free lifestyle that we could only imagine whilst living in the UK., long hot sunny summers and cold snowy winters.
There are quite a few Brit’s within a few kilometers of us, but mostly we talk to our Bulgarian neighbours, slowly, as we do not speak fluent Bulgarian yet! The local people are very friendly and will often pass you small gifts like fruit and Rakia (local home made whiskey) We for our part return their friendship with home made cakes etc.
Our British friends are great, we meet up quite often to help each other with new products found, or general information we have gathered. Sometimes just for a coffee or beer!
I have found that many British come here looking to buy property, but do not know where to start. I have a few key questions that I like to ask, this gives me a real insight to what they are looking to achieve. As I have been through the process and now know the pitfalls, hopefully I can save others the heartache and stress of searching for the right property.
I can help with all the details required in buying property here, from setting up bank accounts to opening your company, this is required when you buy a house with land. I can source any kind, from land/apartment/house/office even hotels.
Let me know how I can help you.
If you have any questions about my service I can provide you with names and email address's of previous clients who would be happy to tell you more about me and the level of service provided.
Please read all the "post's" on my blog, at the bottom of each page you can click a button for "older post's" this just means "go to the next page". You should find a lot of useful information contained here. If you feel the need for anything else please let me know and I will be happy to oblige.
Friday, August 8, 2008
Financial Planning
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