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DirectoryFinance & InsuranceFinancial ServicesGenevaBelgravia Advisory Services Sàrl
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Belgravia Advisory Services Sàrl

Summary

About the company

The company's core activity is the provision of independent and impartial financial advisory services, particularly in the areas of asset management, pension planning and investment advice for private and institutional clients, with a focus on long-term relationships and tailored solutions.

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Offering

Products & services

Industry:Financial Services
✓ Offered6
UK Pension Transfer
Transfer of UK pensions to a SIPP or QROPS, with analysis of the options available for people living outside the United Kingdom.
Retirement Planning
Retirement planning, with defining goals, estimating income needs, allocating the portfolio and taking account of taxes and inheritance.
Education Fee Planning
Education fee planning, with building a savings plan for school, uniforms, transport, activities and further education.
Regular Savings Plans
Regular savings plans with monthly or frequent contributions, smoothing market risk, compound interest and multi-currency solutions for expats.
Health Life & Income Protection
Health protection, life insurance, income protection and coverage in case of incapacity or serious illness, to secure the family and day-to-day expenses.
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Location

Boulevard Georges-Favon 24
1204 Geneva

At a glance

Legal form
Limited Liability Company
UID
CHE-464.059.268
Founded
2023 · 3 years
Last commercial register change
November 28, 2023
Employees
11 to 20

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