Your Financial Journey, Our Expertise
Comprehensive financial planning and wealth management solutions for expats in Asia and the Middle East.
Financial Solutions Tailored To Your Needs
At 360 Financial, we believe in a truly integrated approach to financial planning. We understand that your financial life is interconnected, and we offer a comprehensive range of services to help you achieve your goals at every stage.
Whether you’re looking to grow your wealth through strategic investments, protect your assets with the right insurance, plan for a comfortable retirement, or optimise your tax efficiency, our experienced advisors will guide you every step of the way. We’ll work closely with you to understand your unique needs and develop a personalized plan that aligns with your values and aspirations.
How We Can Help You
Wealth Creation
We take a different approach to wealth creation. It’s about building long-term relationships, understanding your unique needs, and creating a solid financial foundation before jumping into complex investments. We’re here to help you achieve your financial goals with confidence and peace of mind.
Savings and Investments: Build a solid financial foundation through diversified investment strategies and regular savings plans.
Retirement Planning: Plan for a comfortable retirement with personalised strategies tailored to your expat circumstances.
Education Fee Planning: Secure your children’s future with dedicated education savings plans and investment options.
Property Purchase: Navigate the complexities of buying property in the Far East with expert guidance and support
Wealth Management
We’ll start by understanding your goals – whether it’s providing for your children’s future, enjoying a comfortable retirement, or leaving a lasting legacy. Then, we’ll create a plan that’s tailored to your needs, helping you make informed decisions to secure your future. You’ll be supported at every step of the way.
Capital Investments: Grow your wealth through strategic investments in stocks, bonds, and other asset classes.
Protected Investments: Safeguard your capital with investment solutions that offer a degree of protection against market volatility.
Pension Analysis & Advice: Understand your pension options and optimise your retirement income with expert guidance.
Portfolio Management: Let our experienced advisers manage your investment portfolio, ensuring it aligns with your goals and risk tolerance.
Wealth Protection
Building wealth is essential, but protecting it is just as important. We’ll help you safeguard your assets from life’s unexpected events, like illness or job loss, with the right insurance and financial strategies. We’ll also help you protect your wealth from external influences and ensure its passed on according to your wishes.
Healthcare: Secure comprehensive healthcare coverage for you and your family, tailored to your needs as an expat.
Critical Illness & Life Insurance: Protect your loved ones financially in the event of unexpected illness or death.
Wills & Trusts: Ensure your assets are distributed according to your wishes with professional estate planning services.
Estate Planning: Plan for the future and protect your legacy with comprehensive estate and succession planning solutions.
Tax Advice
Don’t let taxes eat into your hard-earned wealth. Our investment and tax specialists work together to create a strategy that maximises your returns and minimises your tax liabilities.
Tax Returns: Simplify your tax obligations with expert assistance in filing your UK and local tax returns.
Tax Mitigation: Minimise your tax burden through strategic planning and legitimate tax-saving strategies.
Tax Deferral: Explore options for deferring tax liabilities and maximising your long-term financial goals.
Pension Optimisation: Optimise your pension contributions and withdrawals to ensure tax efficiency and maximise your retirement income.
Years of management experience
Global clients
£125m
+ Assets
managed
The year we became regulated and licensed
Plan Your Financial Future with Confidence
Download our free brochure and discover how our expert advice can help you secure your financial well-being.
Need Help with Something Else?
Can’t find what you’re looking for? We understand that everyone’s financial needs are unique. If you have a specific question or require a service that isn’t listed here, please don’t hesitate to get in touch. Our friendly team is always happy to help.