Touchstone Advisory Ltd
Touchstone Advisory Ltd. focuses on providing clients customized financial planning and comprehensive wealth management services.
We tailor make portfolios considering who our client is, where they want to go, and all the unique circumstances that apply to their situation.
We offer unbiased advice at a fiduciary level.
Recognized Overseas Pension Scheme (ROPS) – Is an overseas pension scheme that meets requirements set by the HMRC. QROPS was created in April 2006 as a result of the EU freedom of capital movement.View Service Detail
SIPP – A Self-Invested Personal Pension (SIPP) is a UK Registered Pension Scheme. Administered in accordance with Her Majesty’s Revenue and Customs (HMRC)View Service Detail
Qualifying Non-UK Pension Scheme (QNUPS) is an overseas pension scheme in which cash assets that are not eligible for UK tax relief can be contributedView Service Detail
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Meet Our Team
Benjamin has over 19 years’ experience in business and financial services.View Profile
Adrian is the Chief Executive Officer at Touchstone Advisory Ltd. Adrian has over 30 years’ experience in the financial services industry.View Profile
Bennett works as the Director of Client Services for Touchstone Advisory Ltd.View Profile
Stephen has worked in Financial services for 17 years. Before becoming an Expat himself in 2004.View Profile
Felicity has over seven years’ experience in the Financial Services industry and prior to joining Touchstone Advisory Ltd., she was working initially throughout Europe and then in both New York and The Bahamas as a Registered Investment AdvisorView Profile
Zachary began is Financial Services career after initially working to recruit financial advisors both in the UK and internationally with time spent living in Moscow and Dubai.View Profile
Having studied at Aston University and Warwick Business School, Adam started his career in finance with the Bank of England in the City of London prior to joining Touchstone Advisory Ltd. Adam has been part of the team for over two years and has developed his knowledge in Investment Management with a focus on cross border pension planning. Adam is based is our Bahamas offices and spends some time in London with our UK team.View Profile