Free Offshore Financial Health Check

If you would like more detailed advice, including a free initial health check on your current portfolio and retirement strategy, please download and complete our confidential fact find. Then fax it to us on +4420 8874 2119. Alternatively, email or fax HR Independent Financial Services Limited, asking for one of our confidential questionnaires.

Our Expatriate Financial Advice Service

Discount Execution Only Service: Investments, Pensions and Savings
Decide whether you are happy to invest on the basis of your own research, i.e. without any professional advice from ourselves. If so, simply contact us with details of the funds you wish to invest in. We will require proof of identity and address documentation, such as a certified copy of your passport and a certified copy of a recent bank statement.

Certification must be in English and may be by a local Bank official, senior company executive (Lawyer, Accountant or Director), solicitor, notary public or Embassy/Consulate. The certifier should stamp and sign the copy document, clearly indicating his/her position in English.

We will fax, post or email the relevant application for you to complete, together with details of where you should send your investment.

If you wish to use our regulated advice service, please download a copy of our Fact Find or email us and ask for a confidential questionnaire. This document needs to be completed by all clients requiring advice. The information you are able to give us about your circumstances and investment objectives will be used to form the basis of any advice we give to you.

Mortgages
Please complete our enquiry form and submit this to us. We will then contact you.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Changes in the exchange rate may increase the sterling equivalent of your debt

We charge a fee for UK mortgage advice. For details of how we can be paid, please click here.

Insurance
Please complete our Insurance enquiry form or Contact us with the details of the cover you would like us to provide you with advice on.