Independent Financial Advisors


Offshore & Tax effecient Investments

FINANCIAL ADVICE

Our FEES

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Please note we do not charge a fee for any meetings, research or advice given.

The company is remunerated by means of a commission paid to us by the investment houses, banks &life assurance companies we represent.Your potential contract is issued by and payments done to, the relevant product / investment provider. No monies should be payable to Universal Global Services or its employees.
 


Our Mission


​01. Services


To provide our clients with a comprehensive financial planning service, create a profitable partnership between clients, employees and the company. We endeavor to employ all our resources to improve and exceed expectations on all facets of our services.

 

02. Our Employees 


In an industry as dynamic as financial services we are committed to employing people who are eager to develop themselves, the company and ultimately nurture a mutually beneficial business relationship with our clients. We select people who have the right skills and values and are competent enough in their respective fields. We promote an open minded, honest and professional culture within the firm.

 


Our Approach

 

Our fully trained and qualified advisors are available to help clients in every aspect of their financial planning ranging from banking, regular saving, lump sum investment and non investment related requirements. As we are not tied to any individual product provider, the entire product marketplace is at our disposal. We hold brokerage ties with some of the largest offshore investment houses and insurance companies worldwide. Our tailor made approach gives our clients the comfort of knowing that we are working with them to create a solution which is realistic to their needs.


Regular reviews are conducted to ensure the necessary changes are made to plans executed and also to constantly develop an understanding of our client‘s ever changing requirements. The continuity of service enables our clients to be in touch with their finances wherever they are in the world.


Investor protection is of paramount importance to us so we only place our clients business with companies based in the highest rated financial centre‘s offering the uppermost levels of investor protection, a necessity in today‘s market place. 



About Us

We offer a free consultation by one of our qualified advisors.

We provide face to face meetings in the locations we are present or set up online meetings for clients in locations who find difficulty to meet due to their geographical location.


This approach is initiated by contact with a qualified advisor to cover:

An in depth presentation of our services &how you can benefit from them
The completion of a confidential fact find to assess your finances
A free independent review of any investment arrangement you may have
A tailor made solution to your particular needs &objectives

We also provide non advisory services through the online tools listed within the website. To access simply click on the area of interest, follow the link or complete the respective form.

If you would like to discover how we can help facilitate your banking needs please fill in the form below and we will endeavour to find a solution to meet your requirements.