Financial Services - Rottink Investments

Independent financial advice

Whether you are an expat or a high net worth individual, we all get to a point where we need a to do some financial planning.

Getting holistic and tailor-made financial advice is crucial to ensure that your finances are planned, taxed and invested exactly the way you want.

Rottink investments works with a large international financial services company to ensure that our clients get access to the best independent financial advice with global reach and support.

Get in touch with us to find out more details.

Financial services have a broad range of services and it can be a bit daunting to get started.

Tax planning, pension planning, wills and insurances, not to forget investments and much more.

To make things a little easier we listed to main topics for you.

As we believe no one shoe fits all, none of the products or services are directly for sale or come with a brochure or info page. We can do better! To make sure you get the correct financial advice for what your needs and wants, we get you in touch for a meeting with one of the fully licensed and experienced financial advisers completely for free and with no obligations.

Retirement planning

Retirement planning is one of those things that we never think about, yet we all know we should be doing as soon as possible. You only get to save for your retirement once!

Whether it is to start a savings plan, or to set up a personal pension like a QROP or SIPP or perhaps arrange for a pension transfer.

We provide a full range for expats and nationals alike.

Protection planning

Whether you are trying to protect yourself, your family or your wealth. It is paramount that you do the correct planning with the correct vehicles in the correct setup to ensure that you are getting exactly what you want in any situation.

Estate planning

Through our connections we help our clients with planning around their estate, ensuring that the right people inherit what you want to leave to them. We also assist clients with planning around inter-generational wealth transfers, along with any tax mitigation strategies.

Investments

Investments are a very broad term, that can be used for different reasons. In essence you want your money to make you more money. The concept is simple, the execution however, is not.

Whether you need your investments to produce growth or income, we can help.

Tailor-made investment opportunities is what we provide. Factoring in your wishes, your goals and more importantly, your desired risk profile.

Tax planning

Tax planning is one of the most crucial aspects of financial planning for any expat or HNW individual. More often then not it requires a custom approach to your situation, finding the right instruments and wrappers to best suit your needs.

Whether you are looking to reduce the tax liabilities you have or ensure that you are having your taxes sorted correctly, especially as an expat. We can provide a multitude of tailor-made solutions.

Mortgages

Investing in property is a great way of expanding your financial portfolio.

Whether you’re in the market for a commercial property for your business, a buy-to-let or a new home, we can help you with a range of property solutions in the UK and overseas, tailored to meet the needs of expat investors:

Links with major international lenders for expat borrowers.

Mortgages for commercial properties worth up to £500 million.

Property search and information on property hot-spots.

In-house solicitors and auditors.

Full-service property application management.

Currency solutions to help manage repayments.

Wills & Insurances

Wills and insurances are a fundamental part of your self protection for all scenarios. However, many of us don’t have all angles covered, even though sometimes we think we do.

Whether it is to ensure your next of kin are taken care off without loss of quality of life, or to simply make sure you are covered for all possible scenarios.

We provide life, medical and critical illness cover products that will fit your needs just right.

Wills, Shariah complaint also available, ensure that your next of kin do not have to worry about what your wishes are after your passing, so make sure to set one up in time!