Free investment guide!
Our
'Offshore Investment Guide'
is the
complete guide
to making the most of
your money.
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Offshore World sl
Internationally Qualified Advisers
Offshore World sl is a registered Spanish Company,
offering advice on all aspects of financial planning.
Our aim
is to design a bespoke investment strategy that seeks to achieve your own personal objectives.
You may wish your investment capital to generate tax efficient growth, or regular
income, or even a mixture of both. Whatever the intention,
each recommendation will fully reflect the amount of risk you are willing to take
over the short, medium and longer term.
We also recognise
that because your personal circumstances might alter in the future,
any proposals made now must be flexible enough to
accommodate change. We never lose sight of the fact that it is your money,
and we never underestimate our responsibility when seeking to
achieve your financial aspirations.
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Alternatively, you might wish to release equity
from your property, reduce the potential liability to Inheritance Tax or
implement life assurance to protect your family. Each tailor made
recommendation report is set out in a clear and no nonsense format
that presents our ideas in a simple but informative manner.
Offshore World is completely independent,
with no connection to any one particular financial institution.
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Our consultants
Each consultant has the necessary qualifications
required by the EU Intermediary Directive that regulates the provision of financial advice.
Offshore World is also a member of the
Inter Alliance Worldnet
organisation. This is the largest network of international financial advisers in the world,
allowing you access to investment products and tax efficient strategies that are unavailable to most other advisers.
Bob Oxley:
Managing Director
Bob spent over 20 years as a qualified adviser in the UK, before
moving to Spain and taking over at Offshore World in 2003.
He holds Financial Planning Certificates (FPC) 1, 2 and 3
together with the Financial Advisers International Qualification
(FAIQ), all of which are ratified by the Chartered Insurance Institute.
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Geoff Farrimond:
Consultant
Geoff started as a client of Offshore World. A very successful
businessman within the computer industry, he moved to Spain
in 2000 having sold his Company in the UK. Keen to embark
upon a new career, Geoff successfully gained his FAIQ giving
him a unique insight into financial services, both as an adviser
and as a client.
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Ian Botterell:
Consultant
Ian had over 15 years experience as a financial adviser in the
UK before moving to Spain. His credentials include FPC 1, 2
and 3 together with the Investment Planning and Advanced
Investment Planning qualifications ratified by Oxford University.
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Terry Crandon:
Consultant
Terry joined Offshore World in 2006 to develop and service the
growing number of Offshore World clients located south of Alicante.
Prior to moving to Spain in 2004, Terry had 8 years experience
within the UK Financial Services profession, gaining his FPC1,
2 and 3 qualifications as well as CeMap.
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