PCD Wealth and Pension Management are part of the Inter Alliance Group of companies which has one of the largest Independent Financial Advisory networks in the world. We operate in 38 countries across the globe, look after more than 30,000 clients and have over 6 billion dollars under our management and administration.

As a company, we are totally independent and are not tied in to offering solutions from any particular provider. This means that we are able to thoroughly research the whole financial marketplace to find a solution that exactly fits your needs. We work on YOUR behalf and NOT for the large financial institutions.

We will only recommend solutions from areas that offer the highest level of ‘investor protection’ in the world. This will give you strict confidentiality, the ability to do business in private and the confidence that your money is protected by financial authorities that are recognised by the UK Government.

Effective planning is a must to ensure that the investment you make from your income and capital today reap the maximum rewards in the future. What you also need is an investment solution that will provide the flexibility you require to turn your vision of the future into a reality, something to provide all the features you require to meet your changing needs throughout your life.

We offer you world leading solutions from companies such as Standard Bank, Deutsche Bank, Castlestone, Invesco, Merrill Lynch, Friends Provident International, HSBC, Generali International, FMG, Gartmore,VAM, JPMorgan, Irish Life, Lloyds TSB, GAA, Prudential, Zurich to name but a few.

PCD Wealth and Pension Management advise on a full range of wealth and pension services, and are able to help clients make appropriate investment decisions. We are able to provide individuals, and businesses, with sound objective recommendations without bias or hidden agendas due to our independent status.

Some of the areas where we are able to advise both private and corporate clients include:

Financial Planning services

• Investing onshore and offshore for capital growth
• Planning for retirement
• Pension retrieval service
• SIPP/SASS
• School/University Fees
• Offshore banking
• Capital deposit services
• Mortgage repayment
• Offshore pension funds
• Medical insurance

Portfolio Management Services

• Optimal allocation of assets for best returns (private and corporate e.g. pension market)
• Globally diversified portfolios containing equities, cash bonds and other asset types
• Private client portfolio reports

Specialist Offshore Services

• Offshore trusts for the protection and preservation of family assets
• Offshore company formation and management
• Complete confidentiality and security