Certified Investment Advice
Ivan has 24 years’ experience in financial planning and holds the G60 advanced professional qualification with the Chartered Institute of Insurance in the UK. In addition, he has the Advanced Certificate in Trustee Investment & Financial Appraisal issued by the Society for Trust and Estate Planners (STEP).
Senior Investment Adviser
Robert’s main role is to provide bespoke financial planning advice to professional Expatriates living in Japan and their subsequent countries of residence. He advises on a full spectrum of financial planning for clients who are either seeking to accumulate wealth or better utilize their savings. He has 25 years’ experience in the financial planning industry in the UK, South Africa and Japan. He holds professional financial planning qualifications with the Chartered Institute of Insurance in the UK.
Investment & Mortgage Adviser
Tony has over 10 years’ experience as an investment and mortgage adviser to clients in and outside Japan. A certified financial planning professional, he holds the International Certificate for Financial Advice and an MBA in Finance and Accounting from Liverpool University. Tony advises on wealth management, retirement planning, trusts, currency exchange and financial planning. He has a thorough understanding of will writing, social and pension insurance tax and business in Japan.
Client Relationship Manager
Marc liaises directly with clients, providing investment status reports and assisting with any administrative issues. Clients’ affairs are managed discreetly, responsibly and in a prompt and efficient manner.