P. T. Houston works with IFAs (Independent Financial Advisors) that have the highest degree of integrity. They provide the most direct and accurate information to enable clients to make decisions. Basically P. T. Houston find people that will give you independent advice, eliminating pushy salespeople.
The IFA´s role is to create and provide solutions for nationals, expatriates and foreign residents with a broad range of insurance products on the market. The synergies achieved by working within a group environment allows them to draw on considerable and varied expertise to enhance the service offered to clients.
WRM (Wealth Relationship Management) at P. T. Houston will make certain you receive the best possible advice and superb service, bringing you peace of mind. Please contact us at the following numbers to schedule a meeting/discussion without obligation and in the strictest confidence:
Barcelona +34 93 380 1248
London +44 20 8133 2170
NOTE: Blocked or Private numbers do not ring through
We work with both ends of the spectrum. Our customers get the same superior service no matter what level of income they have.
There are few people and companies in the Financial industry you can totally trust. However, P. T. Houston works with three trustworthy people ( that cover Spain, France and Portugal) with the highest degree of integrity; individuals that the company can vouch for.
Some Background information:
WRM works with English speaking individuals that live in Spain, France, and Portugal.
We make sure that the IFA customize everything to your needs and goals in life, no matter where you are or whatever your circumstances.
We will advise you in general and specifically with:
•Retirement Plan
•Education Planning
•Lump Sum & Portfolio Management
•Tax Efficient Savings
•Pension Transfer
•On-line Investing
•Offshore platform
•Life Cover/Insurance
•Health Care
•Wills & Inheritance Tax Planning
•Savings on Currency Exchange
If this service is not of interest to you then that is fine; we are not in the business to be pushy. However, if you know of anyone that might be interested then we would greatly appreciate the referral.
We wish you much success in your endeavors.