Join our Advisory Network
Prism Xpat has worked closely with financial advisers and pension specialists in over 10 cities worldwide, for over 12 years. This has been an essential part of our global model and business success. These relationships have worked very well and have been long-standing. The benefits to joining our network include:
- the Client obtains a truly international service which properly looks after their assets in more than one jurisdiction;,
- the Client has a greater opportunity to benefit financially through international knowhow,
- the Client will have a friendly face to deal with when moving from one country to another.
- the Adviser has the ability to provide high quality truly international financial advice, which is not limited to simply considering products and services in the local jurisdiction alone.
- The Adviser develops their cross border knowhow;
- The Adviser is part of a seamless set up for servicing clients in both jurisdictions is arranged.
Regular teleconferences are held between advisory firms, to ensure that the advice provided to clients is relevant and up to date based on legislative changes. It is also a useful way to keep in touch.
We are happy to speak with financial advisory firms located worldwide and look forward to hearing from you. We will only consider reputable firms. To enquire about joining our network, please email welcome@prismxpat.com in the first instance so we can consider your application further.
