We believe that your geographical location should not be a barrier to receiving high quality financial advice that you can trust. We provide holistic and independent financial advice to international people across the world. We provide advice and guidance on all aspects of financial planning including pensions, QROPS, SIPPs, investments, tax efficient structuring, succession planning, regular saving and property investment. Our advice is truly impartial and our remuneration and success is directly linked to the value we add for our clients. We place our clients well-being before our own meaning that our success can only follow as a natural consequence of our clients' success. We operate as part of the Opes Fidelio EU network with IMD and MiFID licences required to give insurance and investment advice in the EU.
| Website | http://valiant-wealth.com |
| Employees | 3 (1 on RocketReach) |
| Founded | 2018 |
| Phone | +1 515-223-6068 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Financial Advisor, Financial Planning, Wealth Management, Investment Advice, Investment Planning, Holistic Financial Planning, Retirement Planning, Portfolio Management, Independent Financial Advice, Estate Planning, Wealth Planning, Bespoke Financial Planning, Tax Planning, Global Investments, Fee Only Financial Advisor, International Finance, Fiduciary Financial Advisor, Cross Border Finance, High Net Worth Individuals, Private Wealth Management |
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1 people are employed at Valiant Wealth.