The Black Frame process
- We have a team with over 100 years experience in International financial management covering a broad range of industries.
- By using and investing in the latest software technology we can offer our clients real time information on their personal finances and business operations maintaining security on all data. This enables us to provide up to the minute Management Account information and be proactive rather than reactive when dealing with challenges as they arise or become apparent.
- By tracking a client’s income and expenditure, understanding their business, their business and personal goals, we are able to prepare for future liabilities, large sum purchases and lifestyle expenditure.
- Using our extensive experience, we are able to provide the client with the information they need to make and plan financial decisions in a simple concise manner.
- Building strong relationships with both the client and every professional in the client’s life which saves the client time by us being able to obtain all the required information direct.
- As part of the Atlantic Swiss Group we are able to, with the help of our Financial and Mortgage Advisor team members review, any areas of the client’s financial life which we believe (as a direct result of understanding, knowing them and their businesses) can be improved upon.
- By using our wealth of contacts we are able to recommend and introduce to our clients, experts and professionals in a wind range of areas from Personal Bankers, Accountants, Agents, Lawyers to Personal Shoppers, Travel Agents, Architects, Property Renovators and a wide range of other Lifestyle service providers.
