Brigantia Private Wealth Management

Merry Christmas from Brigantia Private Wealth Management 🎄 As 2024 comes to a close, we want to thank all of our clients and connections for your trust and partnership this year. It's been a privilege to help you navigate your financial journey and plan for a brighter future. Wishing you and your loved ones a joyful holiday season and a prosperous New Year. Here's to new opportunities and continued success in 2025! ✨ #MerryChristmas #HappyNewYear #FinancialPlanning #BrigantiaPWM #ExpatWealthManagement

Tailored Financial Advice for Expats 🌍 Finding reliable, fee-based financial advice as an expat can be challenging. At Brigantia Private Wealth Management, we bring a trusted UK-style advisory model to expats worldwide. ✅ Transparent fees ✅ Objective advice ✅ Expert guidance ✅ Bespoke solutions Whether you’re navigating investments, pensions, or long-term financial planning, we’re here to simplify your journey with expert support and clear, tailored solutions. 👉 Discover more at www.brigantiawealth.com.

Think DIY financial planning saves you money? Think again. Many expats face hidden costs like poor asset allocation and excessive trading fees. Our latest blog explores these pitfalls and shows how professional advice can lead to better outcomes. Read more here: https://lnkd.in/gz-9DB77

Ultimate Relaxation, Complete Peace of Mind At Brigantia Private Wealth Management, we understand that true financial planning goes beyond numbers—it's about giving you the confidence and clarity to focus on what truly matters in life. We’re here to help you achieve your long-term goals while ensuring your finances are expertly managed, leaving you with one less thing to worry about. Think of us as your partner in creating a secure, stress-free financial future. Let’s make peace of mind your greatest investment. Book your consultation today and start your journey towards financial serenity. www.brigantiawealth.com

As the year wraps up, it's the perfect time for expats to take stock of their finances. Are you making the most of tax opportunities? Is your investment strategy still on track? At Brigantia, we’ve put together a Year-End Financial Checklist for Expats to help you set yourself up for success in the coming year. Discover how you can optimize tax planning, review your investments, check in on retirement, and more. Don't wait until January—start preparing now and ensure your financial health is in top shape! Read our latest blog for practical steps you can take today: https://lnkd.in/ge7fvtqb

Feeling Trapped in a High-Charging Regular Savings Plan? Let Us Help. Many expats find themselves locked into regular savings plans that were sold by unscrupulous "advisers" more focused on their commissions than your financial goals. These plans often come with hidden restrictions, high upfront charges, and expensive funds, leaving you unable to access your own money without significant penalties. At Brigantia Private Wealth, we’ve seen this story too many times—and we’ve created our Expat Rescue Package to turn things around: - No onboarding fee: The last thing you need is more unnecessary costs. - Lower ongoing fees: Our advice fee is just 0.5%, compared to the 1% or more charged elsewhere. - Investment review: We’ll restructure your investment strategy to cut unnecessary charges and focus on growing your funds until the plan's end. - Exit strategy: Once the term is up, we’ll ensure your funds are moved into a product that works for you, not for someone else’s commission. We’re here to help you rescue a positive outcome from a bad situation. Don’t let past advice hold you back—reach out today to learn how we can help you take back control of your finances. www.brigantiawealth.com

Navigating financial planning as an expat can be overwhelming, especially in regions where regulation is lacking. Many "advisers" may not have the qualifications or even your best interests at heart. At Brigantia, we bring professionalism, transparency, and trustworthy advice to expats living in low-regulation markets. Discover how our qualified advisers help you avoid the pitfalls of poor financial advice and achieve your long-term goals. 👉 Learn more: https://lnkd.in/gDPrTy9e

☕ Boost your financial plan with a double shot of expert advice! Just like your favourite coffee, your financial plan needs the right blend – expertise, strategy, and vision – to achieve your goals. At Brigantia, we offer bespoke solutions tailored to expats worldwide. Ready to take your financial future to the next level? Contact us today to learn how we can help you craft a plan as strong and smooth as your morning brew. 📅 Book a consultation now at www.brigantiawealth.com #FinancialPlanning #Expats #WealthManagement #BrigantiaWealthManagement

At Brigantia, we believe great financial advice isn’t just about numbers—it’s about building relationships that empower both businesses and their employees. In our latest case study, we share how we’ve supported a long-term client by providing: ✔️ Financial literacy talks and free personal reviews for employees. ✔️ On-site clinics to address individual financial questions and build trust. ✔️ Ongoing business advice, including employee benefits, key person risk management, and treasury strategies. The result? A stronger, more financially confident workforce, a thriving business, and lasting relationships that go beyond professional services. Want to explore how this approach could work for your organisation? Let’s talk. 📩 Contact us today or read more in our blog: https://lnkd.in/gCqeyCPU #FinancialPlanning #EmployeeWellbeing #BusinessSuccess #ExpatFinance #WealthManagement

Is your attention being drawn to better financial advice? At Brigantia Private Wealth Management, we offer expert guidance that prioritises your financial growth and security. Don't settle for 'other international IFAs'—it's time to look at the options that truly work for you and your goals. Let us show you how we can make a difference for expats worldwide. Visit www.brigantiawealth.com to learn more and book a consultation today.