Our analysis and recommendations are generally limited to the following broad areas of your financial circumstances:
A review of your existing and future provisions and plans, to include, where relevant, advice on appropriate investments and structures for your existing retirement savings.
Recommending appropriate investment solutions to help you achieve your mid to long-term goals with your excess income.
Ensuring where possible that your assets are held tax efficiently in the event of death and will be distributed in line with your wishes.
Ensuring that your assets are invested in line with your attitude to risk, time frame, and currency needs and with the aim of meeting your desired goals and objectives.
Insurance and Risk
An analysis of your current provision in the area of life and disability risk, compared against your potential liabilities. This may include pure life insurance and disability income protection.
“Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan.”
Blackden Financial S.A. is regulated by the Association Romande des Intermédiaires Financiers (ARIF), a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries referred to in article 2 para. 3 of the Swiss Federal Law on combating money laundering and terrorism financing in the financial sector (AMLA). Blackden Financial is also registered as an independent insurance intermediary with the Swiss Financial Markets Supervisory Authority (FINMA), and a founding member of The Federation of European Independent Financial Advisors (FEIFA), a not for profit trade organisation whose broad aim is to improve the quality of advice offered by the independent financial sector in Europe. Registered office: 36 Boulevard Helvetique, 1207 Geneva, Switzerland.