What makes us different?
Not all offshore financial planning firms are the same, and at W1 we like to think we do things differently. Our principle objective is to be the most trusted and client centric financial practitioner in the offshore market.
Only qualified advisers
All our Senior Financial Planners are qualified to at least CISI or CII Level 4 (in line with UK standards) with the majority holding Level 6 or 7 qualifications (post graduate professional level). This sets W1 apart in the international financial planning market and you can be sure to only deal with the most technically skilled advisors in the offshore market.
To help build our reputation and create transparency of real life client experiences, we give all clients the opportunity to rate us online in full public view. Please visit our Trustpilot page to see these comments and ratings.
Advice in writing, with transparent and fair charges
All of our advice is documented in writing before the point of sale, and all fees and charges are clearly outlined before you become a client.
We are interested in building long term relationships rather than short term commissions. Our commitment to our clients is at least one annual review, and access to you adviser at all times via phone or email.
Sensible Investment Management
We only use investment propositions located in regulated jurisdictions such as the UK. This means all of our clients’ money is managed sensibly and responsibly by qualified and regulated professionals.
All solutions are tailored for clients with a global lifestyle in mind ensuring tax and currency efficiencies are maximised. With offices in the Middle East and Europe, and a Global Client Service team we look after clients all over the world.