InternationalFinancialAdvisers.com
Financial Advisers
Get Listed Today >>>
Financial Adviser Stephen Atterbury in Nassau SP
Stephen Atterbury

Independent Financial Adviser

Company : Touchstone Advisory Ltd
Position : Senior Investment Advisor
Location : Nassau
Contact

Make a connection! Stephen Atterbury is currently accepting new clients. Contact »

Over 17 years of experience in advising HNW individuals on all aspects of Wealth Management with a primary focus on international retirement planning

Introduction

Over 17 years of experience in advising HNW individuals on all aspects of Wealth Management with a primary focus on international retirement planning

About

I am a US/UK qualified Financial Advisor dedicated to helping British Expatriates across the World to understand their options regarding their UK Pension benefits now they are no longer UK residents. Recent changes in UK pension legislation, the 2017 Budget and the implications of Brexit fundamentally affect all UK pensions held by Expatriates.

Strategically located in The Bahamas, I am perfectly placed to liaise with Clients anywhere in the World and help them maximize their retirement options and secure their wealth for the next generation

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

Series 65 Uniform Investment Advisor Law Examination

Interests

Travel

Family

Culture

Reading

Contact Details

Touchstone Advisory Ltd
Position Senior Investment Advisor
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

Have you worked with Stephen Atterbury?

Write A Review Now »