Company Profile
Royal Oak Investments is the right company for Expatriate Financial Advice... World-Wide!
Royal Oak Investments (International) Ltd. is regarded as a leader in the provision of totally independent offshore investment services for International Expatriates. We specialise in offering Expatriates of all nationalities bespoke financial advice, available on a personal level, anywhere in the world. One of our many strengths is that we are completely independent of any bank, financial institution, insurance company or fund management house, and can therefore give unbiased advice when recommending financial products or services to best meet YOUR individual requirements.
Royal Oak Investments' Directors are UK qualified Financial Consultants and are members of the Life Insurance Association (L.I.A.) by Diploma. This helps to ensure YOU receive exemplary financial advice from Consultants Managed and Trained by Members of a Professional Body, for all those who give and support personal financial advice.
Royal Oak Investments' Consultants have in excess of 30 years experience in giving impeccable financial advice and was established due to the lack of totally professional / qualified advice available in the offshore market place.
With Royal Oak Investments YOU will receive the 'Best Advice' available due to our comprehensive self imposed compliance system, which follows guidelines set by the UK's Personal Investment Authority, not typically available in the offshore financial arena.
Our professional financial Consultants are trained to analyse YOUR individual financial situation and objectives, and then assist you in devising a precise strategy to achieve these personal objectives. We aim to provide a superior quality service to those Expatriates who need either professional financial guidance, or are unable to manage their own financial affairs due to extensive work commitments.
Before giving any financial advice, Royal Oak Investments Consultants' need to ensure they 'Know Their Client', which is done by way of a financial appraisal form which will tell us how YOU tick financially. (i.e. Current tax status, existing investments, existing financial liabilities and commitments etc.). It is also necessary to define YOUR financial objectives, in particular with relation to YOUR risk profile and any requirement YOU place upon YOUR funds for the future. WE will then give an in depth analysis by using the information provided to correctly structure an overall financial strategy. This will be explained by way of a Confidential Report highlighting the financial recommendations made.
Royal Oak Investments (International) Ltd. does NOT handle client's money.
All savings or investment recommendations made by our Consultants', will upon inception be placed directly with the relevant Company, Bank, Institution or Fund Management House and held in YOUR name.
There is no typical client as they each have their own individual needs and goals to consider.
Though most people we meet;
- i. have a capital sum saved which they would like to maximise the return from, or
- ii. have a surplus income that they would like to use either for a specific goal in the future, or to achieve a higher return than their bank account currently offers.
Whichever may be the case for YOU, at Royal Oak Investments WE are amply qualified to assist YOU in making the most from the money YOU have available.
Talk to Royal Oak Investments for expert
financial advice
and to help YOU make more of YOUR money
both 'at home' and 'overseas'.
Take A Financial Interest In Yourself & Talk To Us At Royal Oak Investments!
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The information within this Internet site, ("website"), DOES NOT act as;
i. an investment advertisement,
ii. the carrying out of investment business,
iii. an offer of any kind of investment advice, and as such its contents should not be relied upon for any purpose.
Royal Oak Investments Group offer advice strictly on an individual basis and visitors should ensure they seek professional advice from an experienced Consultant from within the Royal Oak Investments Group, prior to considering an investment of any description.
The Information in this website is not targeted at the residents of any particular country and is not intended for distribution or use by, any person in any jurisdiction or country where any laws or regulations would prevent such distribution or use.
Neither the information nor any opinion expressed in this website constitutes an offer by any of the Royal Oak Investments Group of companies to buy or sell any securities or financial instruments.
The information in this website is intended as a description of the Royal Oak Investments Group and the services, securities and financial instruments described may not be available to or suitable for you.
The value and income of the securities or financial instruments mentioned in this website can fall as well as rise and investors may get back less than they invested. Past performance is not necessarily a guide to future performance.
Visitors to this website should be advised that investors' tax affairs are their own responsibility and investors should consult their own legal or tax advisors in order to satisfy themselves as to any potential tax liability.
The information presented in this website was obtained from various sources; it is believed to be reliable but is subject to change at any time without prior notification. The Royal Oak Investments Group does not guarantee its completeness or accuracy.
All the information contained in this website is the property of the Royal Oak Investments Group of companies, and no part can be copied, reproduced or extracted without the express written permission of the Groups' Directors.
Additional information is available upon request.