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INVESTMENTS THAT WILL MAKE YOU GROW
E44 Financial is a niche financial advisory firm that advises private and corporate clients on investment and insurance matters.
WHO ARE E44?
E44 is a niche financial advisory firm working with private and corporate clients across a range of investment and insurance matters.
We employ a tailored strategy for our clients through best-in-class product providers, constructing a holistic plan which delivers a robust financial roadmap.
E44 Financial are a regulated group of companies with a truly global reach, operating across four jurisdictions, with a physical presence in the United Kingdom, Lichtenstein, Mauritius and the United Arab Emirates.
Due to the diverse nature of global financial regulation, we may communicate with you through the most appropriate entity in line with the rules of the jurisdiction based on your nationality or residential status. @me.com
6 Reasons to become a client?
- Life strategy, transparent review of your financial life.
- Unbiassed analysis of your investment portfolio
- Built around your risk tolerance, returns and liquidity.
- Fee-based approach, no commission and conflict of interest.
- Choice of service level agreements in line with your needs.
- Aspirational life strategies to fit your dreams and goals.
PRODUCTS AND SERVICES
E44 Financial offers a wide range of investment products and services to improve our clients’ lives. Our four-step review helps you discover what you need.
Wealth Management
We firmly believe in wealth creation and preservation methods for life that provide a constantly evolving strategy with a real prospect of above-average returns whilst shielding the portfolio. Many clients come to us to help them track and monitor their finances, pulling together their past financial life; we help clients understand their position by making overly complex reports and complicated products and acronyms simple.
Retirement Planning
Planning for retirement is undoubtedly one of the essential elements for our clients; not only are we living longer, but the financial markets are seemingly more volatile and complex. At E44 we are fortunate to employ some of the leading pension specialists in the marketplace, having advised on over $750 million of global pension transfers for international clients. Our retirement strategies mean that some of our clients can retire earlier without any transition in their lifestyle.
Estate Planning
Protecting against the unknown is often overlooked; life runs smoothly until you remove the breadwinner from the equation. Life insurance is one area that advisors so often overlook; the second being Wills and Trusts. At E44, we consider life protection and estate planning to be essential pillars of a well-structured financial plan. Putting the appropriate level of cover and legal structures in place for the family in case of the unfortunate death of a primary income earner will enable the family to stay financially self-dependent and save taxes so that there is no compromise in their lifestyle.
Mortgage Arranging
A Mortgage is often the single most significant debt we will ever borrow in our lives, and our home is the most substantial investment. Choosing the right mortgage requires careful thought and evaluation, supported by independent professional advice. Too many clients rush into a mortgage arrangement without checking the mortgage terms, the true cost of borrowing and how they fit into their life goals.
Real Estate
A Mortgage is often the single most significant debt we will ever borrow in our lives, and our home is the most substantial investment. Choosing the right mortgage requires careful thought and evaluation, supported by independent professional advice. Too many clients rush into a mortgage arrangement without checking the mortgage terms, the true cost of borrowing and how they fit into their life goals.
Private Equity
A Mortgage is often the single most significant debt we will ever borrow in our lives, and our home is the most substantial investment. Choosing the right mortgage requires careful thought and evaluation, supported by independent professional advice. Too many clients rush into a mortgage arrangement without checking the mortgage terms, the true cost of borrowing and how they fit into their life goals.
MANAGEMENT TEAM
The team is comprised of finance and accounting professionals. All are committed to growing and preserving investors’ wealth through strategic planning, management and oversight.
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OUR FOUR-STEP APPROACH
ONE - INITIAL MEETING
INITIAL MEETING
We conduct a meeting where we complete a "Wealth Analysis", which documents where you are today with your finances and objectives and highlights any areas where there may be some shortcomings in exposure to risk or returns.
THREE - COMPLETE THE PAPERWORK
COMPLETE THE PAPERWORK
Our advisors and administrative team will complete the paperwork if you are ready to proceed with any recommendations.
TWO - REPORT AND STRATEGY
REPORT AND STRATEGY
After assessing the "Wealth Analysis" results, the Independent Financial Advisor will prepare a report using E44 financial software. At that point, we give guidance regarding investment products and strategies that match your needs and objectives.
FOUR - ONGOING REVIEW
ONGOING REVIEW
We will receive regular reviews and statements, subject to any specific request. Financial advice should be a holistic, long-term plan to ensure you are in the strongest financial position to achieve your goals in life.
CONTACT US
If your enquiry is of a general nature, please register your details on this “Contact Us” page.
Once we understand your investor profile, we may re-categorise you or ask you to self-certify your status under the relevant jurisdiction.
email
admin@e44financial.com
By using this website, you agree that it is legally permissible within your jurisdiction to access the information about services and products detailed on this website.
The information on the www.e44financial.com website does not represent any offer of a contractual arrangement, nor should it be considered as soliciting for investments.If you do know which jurisdiction is appropriate for you, then please select one of the jurisdictions in our “Global Reach” pages.
GLOBAL REACH
United Kingdom
United Arab Emirates
Lichtenstein
Mauritius
© E44 FINANCIAL 2024