Drawing inspiration from Dickens' A Christmas Carol, Bryan Bann explores how you can enjoy the holidays now without sacrificing your future.
This was recorded on the 12th September 2023 and all information was correct at the time of recording. As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.
Starting his illustrious career at a large international financial services company in London, Edmund moved to the Middle East in 2010. During his time in the region, Edmund has held a number of roles working exclusively with High Net Worth and Ultra High Net Worth clients. Edmund holds Associate Chartered status, awarded by the Personal Finance Society (PFS) and the Chartered Institute for Securities & Investment (CISI). As a specialist in complex financial planning and investment management, Edmund is able to provide a truly holistic service to international investors.
Tom Pewtress is an experienced and forward-thinking financial adviser who specialises in guiding expats through the complexities of cross-border financial planning. With years of experience in multiple jurisdictions, Tom has a deep understanding of the unique financial needs and challenges that come with an international lifestyle.
Tom is dedicated to helping international professionals like you build secure, customised financial strategies that safeguard your assets, optimise growth, and support your long-term aspirations. His approach is grounded in trust and transparency, ensuring you feel confident and supported in every financial decision. Connect with Tom to explore a tailored plan that puts your financial security and future lifestyle at the forefront.