OCCIDENTAL is an investment consultancy which offers high quality integrated financial advice to its clients. Its primary focus is on the expatriate market where it highlights its expertise in addressing the particular issues relevant to individuals who are based outside of the UK for a period of time.
By conducting a detailed review of a client’s assets and liabilities and also of their income and expenditure, OCCIDENTAL is able to provide comprehensive advice in respect to that client’s unique financial position. The aim of this analysis is to ensure that the client’s financial portfolio is viewed as an integrated whole, so that the individual can be best positioned to meet his or her future obligations and aspirations.
Advisers within OCCIDENTAL have substantial experience in dealing with the specific issues pertinent to individuals who spend a significant period of time living away from the UK. They understand that it is important that clients should make full use of the opportunities provided by their non-resident status, but also that their assets should be positioned wisely for the client’s eventual repatriation.
Based in London, OCCIDENTAL are able to continue to advise and support their clients on their return to the UK and as such are in a position to establish a lasting and profitable relationship.
OCCIDENTAL represent only St. James’s Place Wealth Management for the purpose of advising on the Group’s investment, protection and banking products. In areas beyond this remit, this arrangement is complemented by independent relationships developed with a number of leading accountants, solicitors and investment specialists.