Independent Financial Advisors


Offshore & Tax effecient Investments

online trading platform

We provide our clients with access to lumpsum products which are cost effective, easy to administer, available in multiple currencies and provide access to anything quoted on a recognised stock exchange.

  • The portfolios we broker can facilitate the purchase of:
  • Mutual funds/ Unit trusts (No manager restriction)
  • Guaranteed/ structured notes
  • Direct equity/ bonds.
  • Cash Deposits- (multiple currencies)
  • ETFs



As a company we could assist our clients in developing a strategy to suit their needs and risk profile. The choice of underlying assets would reflect your attitude to risk and objectives. We provide portfolios for clients with capital growth in mind, purely as an income portfolio or a blend of both. The strategy is determined by an assessment of your particular goals.

One of the most efficient and painless ways of building capital is to systematically save a portion of your income. Regular and disciplined contributions to an investment scheme are probably the best way to create wealth and minimize risk by taking advantage of cost averaging.


We have access to wide range of award winning regular savings accounts which can be used to fund future objectives like supplementing ones pension, university planning or paying off the capital element on an interest only mortgage. Together we can design a regular savings vehicle tailor made to your requirements. The inherent flexibility will prove its worth if your personal circumstances should change in the future. If you would like to discover how we can help facilitate your regular savings needs please fill in the form below and we will endeavour to find a solution to meet your requirements.

Type your paragraph here.

Lump sum investments

Clients of Universal Global Services can rest assured that their investments, which are placed in safe jurisdictions such as the Isle of Man , Channel Islands, Ireland and Luxembourg thus enjoying maximum confidentiality, security and tax efficiency.


We can help you plan for your retirement, by assessing your current assets and building a portfolio that will provide a realistic level of income while minimising your tax liability.


We have access to wide range of award winning regular savings accounts which can be used to fund private pension planning. Together we can design a plan tailor made to our clients requirements. The inherent flexibility will prove its worth if your personal circumstances should change in the future.

investments and planning

Regular savings

The online solution for all your investment needs


Subscribe for a free active/ demo account with access to:

  • 5,000 Mutual Funds from 200 Leading Fund Houses
  • Exclusive Notes &Other Structured/ guaranteed Products
  • Offshore Multi-Currency Bank Accounts (USD, EUR, GBP, CHF, JPY, HKD, AUD, NZD, SGD)
  • 24/7 Access at the click of a button/ online valuations
  • A fully integrated alert system to control risk.
  • Safe, Secure &Confidential
  • Discounts on retail trading commissions
  • No minimum investment amount to open account
  • Ability to integrate and view your current investments online



Need help choosing your investments or general financial advice?
We offer a free consultation through our advisory firm Universal Global Services. Our qualified advisors will help you with choosing the investments to purchase along with general assistance in retirement planning, university fee planning, international mortgages, currency transfers, unlocking frozen pensions and more.
The platform form is also available as a stand alone self execution product (no broker required)


Visit/ Activate Free Account- www.offshorefunds-direct.com