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Financial Adviser Benjamin Alderson in Nassau SP
Benjamin Alderson BA (Hons)

Independent Financial Adviser

Company : Touchstone Advisory Ltd
Position : Founder & Chief Executive Officer
Location : Nassau
Rated 5/5 (1 Reviews)
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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

Introduction

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

About

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 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 client’s 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 clients 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

Certificate in "Leading with Finance" HBX | Harvard Business School

BA (Hows) in Business Economics - Durham University

Interests

Family

Business

Golf

Economics

Health & Fitness

Contact Details

Touchstone Advisory Ltd
Position Founder & Chief Executive Officer
Website
Phone Number +1 (917) 810 3149
Location
Units 1-3 Church Street
Sandyport Marina Village
Nassau, SP PO Box SP64027
Bahamas
Online Social Profiles
Contact
How Do Qatar Sanctions Impact Expats? by Benjamin Alderson in Nassau SP

How Do Qatar Sanctions Impact Expats?

Qatar is a political pariah as seven countries led by Saudi Arabia and the United Arab emirates have cut diplomatic and economic ties with the tiny Gulf state. But ..

Posted by: Benjamin Alderson

Tags: Qatar, Expats, Uae, Saudi Arabia

Posted: 07/03/2017

Read Article

Submitted by Janice Stimson on Monday, Jul 03, 2017

Excellent Client Care, Highly recommended

This is a review of Ben Alderson of Touchstone Advisory Ltd who helped me to transfer my UK pension to a Qualifying Recognised Overseas Pension Scheme. Ben was always on call ready to explain and fix any issues with the transfer. I had constant communication with my adviser throughout the process and everything went smoothly. I am very happy with the service I received and my pension investments are doing great. Thank you so much for all your time. Highly recommended

  • Recommended:

    Yes
  • Overall:

    5 out of 5
  • Service:

    5 out of 5
  • Responsiveness:

    5 out of 5
  • Expertise:

    5 out of 5
  • Results:

    5 out of 5
  • Communication:

    5 out of 5

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