First of all a very warm welcome to Callaghan Financial Services
Financial adviser Algarve is searched every day on Google. You are on the right page with your search. We are assisting expats thorough-out Portugal and can be found with Google searches of financial adviser Eastern Algarve, financial adviser Faro, financial adviser Porto and financial adviser Western Algarve.
As a result of our success in Spain we are assisting British expats in Portugal with all their financial requirements, including transferring UK pension benefits.
So how can we help British Expats in Portugal and how can Callaghan Financial Services help?
- We provide a no obligation review on all your existing plans, including your UK pension(s)
- We offer competitive rates for all your currency exchange requirements.
- Tax efficiency with your UK pension transfer into a Recognised Overseas Pension Scheme.
- If you’re unhappy with your bank deposits, we will provide a no obligation investment proposal that is risk assessed via a questionnaire.
- Our App on the Apple Store and Google Play can be downloaded for free. Search Callaghan Financial Services.
- To have even more confidence in Callaghan Financial Services you can view our open and public testimonials page here: https://www.facebook.com/gcqrops/reviews/
So I’m considering transferring my UK pensions via Callaghan Financial Services. Tell me more about the process and benefits of a Recognised Overseas Pension Scheme?
First of all we need to establish the value of your UK pension and request your Overseas Discharge Papers (Under no obligation). We can achieve this information via our Letter of Authority. Alternatively, the policy holder can request the transfer value and Overseas Discharge Papers with calling their UK scheme direct. Continue reading about Financial Adviser Algarve below:
Once we are in receipt of your Overseas Discharge Papers and transfer value, we can advise on the pros and cons of a potential transfer. Here is some information to consider.
- We can help if your UK pension has a Financial Conduct Authority (FCA) requirement by means of FCA regulated advice. We can help with providing FCA reports and declarations. Our associates in the UK can help with all your FCA requirements. This industry changes on a regular basis and we will certainly try to help if we can.
- Tax efficiency, our affiliates can provide specialist tax advice. Callaghan Financial Services do not provide tax advice. Cash lump sum payments and regular income are paid with no withholding tax via a Recognised Overseas Pension Scheme.
- You can nominate beneficiaries with a Recognised Overseas Pension Scheme (ROPS) Rather than leave leave benefits in the UK.
- Furthermore, we provide a no obligation and no upfront fee meeting to discuss your objects in full.
- Got a question..? Send an email to info@gcqrops.com
- Our Statement of Advice will provide a full and thorough assessment on your UK pension transfer. This document will include all initial and ongoing charges.
- Are you unhappy with your existing financial adviser? We can certainly help with a no obligation review of all your existing plans.
- Above all, we will only proceed with a UK pension transfer when you have a full understating of the process and your obligations. Therefore, we recommend a face to face meeting and Skype calls to discuss your full objectives.
How to contact us with all your Financial Adviser Algarve requirements:
Contact us via our website: www.gcqrops.com
E-mail: info@gcqrops.com
Facebook: https://www.facebook.com/pages/Graeme-Callaghan-Pension-Services/118102274926698
Instagram: https://www.instagram.com/callaghan_financial_services/
Twitter: https://twitter.com/qrops1
LinkedIn: https://es.linkedin.com/in/graemecallaghan
Portugal: (Tel) + 351 289 894 030
or use our contact page here: Contact Us
We can also help with all your currency exchange requirement. Visit www.bestofcurrency.com