Find out the specific areas of expertise in which we can help
State-of-the-art Financial Planning
We are a Lifetime Financial Planning firm specialising in offering independent advice to the international community throughout Switzerland, France and beyond
Partner of premier organizations
To best serve the financial needs of our international clients, we have chosen to partner with international organizations and local firms through the Swiss Mobility Circle
You are more likely to succeed in life when you have a plan
The same applies to managing your money
INVESTMENT ADVICE
RETIREMENT PLANNING
PENSION TRANSFERS
ESTATE PLANNING
INSURANCE PLANNING
PROPERTY FINANCE
CURRENCY EXCHANGE
TAX & TRUST
“Many thanks…for all your advice and assistance during this process. We have been delighted with your counsel and will undoubtedly recommend you to any of our English or French speaking colleagues who would like to avail themselves of a similar service!” Huw M
“I am returning to the UK after several years on a CDL permit and unsure of how best to structure my pension affairs, and which fund would be right for me. I approached Christopher for advice and cannot recommend him highly enough. He advice was really clearly presented, he talked me through various options and the rationale behind his advice, and really just brought an overall sense of calmness to what had previously been an incredibly stressful process. Thank you, Christopher!” Lauren B
“A goal without a plan is just a wish”
