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Financial Adviser Adrian Flambard in Nassau SP
Adrian Flambard CTA TEP

Independent Financial Adviser

Company : Touchstone Advisory Ltd
Position : Director
Location : Nassau
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Over twenty years of experience in international financial services, dealing extensively with expatriates in many countries having lived and worked in Guernsey, Hong Kong, South Africa and more recently New York

Introduction

Over twenty years of experience in international financial services, dealing extensively with expatriates in many countries having lived and worked in Guernsey, Hong Kong, South Africa and more recent

About

The experience/expertise covers UK and International Pension Consultancy, Financial Planning, Investment Advisory, Trust and Estate Planning and Private Banking 

Initial experience was gained with PWC in Guernsey leading to a UK Chartered Tax Advisor qualification.

A high level of experience and expertise has been gained regarding UK pensions, QROPS (Qualifying Recognised Overseas Pension Scheme) and International Pensions covering advisory services to individuals and the development and provision of pension solutions to wealth managers globally.

Instrumental in developing and supplying international pension solutions, including QROPS from inception in 2006. Extensive work/research carried out both initially and on an ongoing basis in understanding the UK and International tax treatment of QROPS and the estate/succession planning aspects. 

Qualifications include:

-UK Chartered Tax Advisor (CTA)

-Trust and Estate Practitioner (TEP)

-Investment Advisor State of New York

Touchstone Advisory Ltd

Is licensed and regulated by the Securities Commission of the Bahamas. Touchstone Advisory was a coming together of minds, combining the varying experience of professionals who have worked all over the globe with one simple mission: to push themselves to be better and to push the standards of client care to be better. 

Our specialized knowledge in cross-border financial planning puts us in the unique position to advise in areas such as UK pension transfers, international retirement planning, estate and succession planning, and portfolio management for pension trustees, individuals, and families.

Here at Touchstone Advisory Ltd. we focus on servicing the expatriate community and provide our clients with bespoke international financial planning advice and customized wealth management services. We help to consolidate and migrate assets into a personalized international structure to best meet our clients’ retirement and estate planning goals. We tailor make portfolios considering who our client is, where they want to go, and all the unique circumstances that apply to their situation. We offer independent advice at a fiduciary level.

Many of our advisors have decades of experience looking after the interest of high net worth and institutional clients around the world. Our success as a business is based on the success of our clients. We commit to lowering fees wherever possible; no conflicts, just advice given with only the client’s best interest in mind.

Expertise

Corporate
Education Fee Planning
Financial Planning
Foreign Exchange
Inheritance Tax Planning
Insurance
Investment Advice
Lump Sum Investments
Mortgage Advice
Offshore Banking
Pension
Portfolio Management
QROPS
Retirement Planning
Savings Plans
SIPPS
Wealth Management

Education & Qualifications

UK Chartered Tax Advisor
Trust and Estate Practitioner
Investment Advisor, State of New York

Interests

Expat living

Contact Details

Touchstone Advisory Ltd
Position Director
Website
Phone Number +1 (917) 810 3149
Location
Units 1-3 Church Street
Sandyport Marina Village
Nassau, SP PO Box SP64027
Bahamas
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