ROPS Management

Recognized Overseas Pension Scheme (ROPS) – Is an overseas pension scheme that meets requirements set by the HMRC. QROPS was created in April 2006 as a result of the EU freedom of capital movement.

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SIPP

SIPP – A Self-Invested Personal Pension (SIPP) is a UK Registered Pension Scheme. Administered in accordance with Her Majesty’s Revenue and Customs (HMRC)

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UK Pension Consulting

Touchstone Advisory provides advice to individuals with existing UK pension entitlements. Our UK Pension Consulting process will help you identify and understand your existing arrangements and the options available to you based on your goals, needs, and objectives.

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Global Retirement Planning

Do you have a Retirement Plan or Pension with a former employer?  Do you know your investment options?  Do you know what the fees are currently - not only the administration of the plan but on the fund level as well?

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Wealth Management

In addition to our unparalleled international expertise, Touchstone Advisory is proud to provide holistic wealth management solutions that help our clients grow, protect, and preserve their wealth.  Below is a synopsis of the main Wealth Management services provided:

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Insurance Planning

Insurance planning is often a critical component of a comprehensive financial plan that involves evaluating risks and determining the proper insurance coverage to mitigate those risks.

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