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A Shropshire Lad in Switzerland 

I believe in creating better-informed, confident and empowered English Speakers in Switzerland through my news, information and advice services. 

A financial consultant , with 35 years experience and multi-jurisdictional qualifications ( Switzerland, UK and EU ) , offering a free 1 hour 1 to 1 video pension and investment consultation service 

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Free 1 hour Online Pension & Investment Consultation 

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Free 1 to 1 Online Pension and Investment Consultation


Free 1 to 1 Online pension & investment meetings 

Book via 
Using the 'Book online' option on the menu.

My FB page ' A Shropshire Lad in Switzerland' has over 16000 English speaking followers of many nationaities living here in Switzerland providing news, information, advice and events covering the whole of Switzerland.

I have 35 years experience of advising on pensions and investments with qualifications/experience covering Switzerland, UK and EU. -you will see on my page over 230 positive reviews regarding both my page and my free meeting offer 

Book via 
Using the 'Book online' facility in the menu.

I have offered my free 1 to 1 information sessions over the last 15 years and slots get booked up very quickly.
Such is the huge popularity , outstanding reputation and demand for my services I am always booked up 2 to 3 months in advance with a large waiting list for last minute cancellations . 

At these 1 to 1 sessions I can help you ;

-to clearly understand the Swiss pension system and how to maximise it whilst you are here and at the same time reduce your tax where possible.

-to understand what happens to your pensions when you leave Switzerland .

-to understand what options you have with your savings compared to the negligble interest offered by all the major banks .

-to understand what service you should be receiving from your current adviser if you have managed pensions or investments with them

-to understand the benefit of planning and creating a long term, regularly reviewed financial plan to ensure your future dreams become your reality

If you wish to benefit from my 35 years experience in my profession and multi jurisdiction qualifications please book online as indicated below to secure your personal meeting.

My confident prediction is this will be the best virtual coffee you will ever share and I will help you save your annual tax liability and assist you to achieve your future plans and goals but please don't take my word for it and see the 230 plus reviews on my Facebook page www.facebook.com/shropshireladinswitzerland from people who have taken advantage of my knowledge and expertise. 

TO BOOK

Use the 'Book online' facility on the site menu to see current availability and book online.




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I believe in creating better-informed, confident and empowered English speakers in Switzerland through my news, information and advice services. 

Postweg 17 Stallikon 8143 Switzerland 

+41 (0) 78 868 8499

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