Investor’s Visa of Credence Independent Advisors - PowerPoint PPT Presentation

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Investor’s Visa of Credence Independent Advisors

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Tier 1 (Investor) Visa Portfolio Management The UK Border Agency offers the opportunity to apply for a Tier 1 (Investor) Visa which can lead to British Citizenship for those who want to make a substantial financial investment in the UK. – PowerPoint PPT presentation

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Title: Investor’s Visa of Credence Independent Advisors


1
SOCIAL MEDIA
  • Investors Visa

2
  • Tier 1 (Investor) Visa Portfolio Management
  •  
  • The UK Border Agency offers the opportunity to
    apply for a Tier 1 (Investor) Visa which can lead
    to British Citizenship for those who want to make
    a substantial financial investment in the UK.
  •  
  • When you invest with our Tier 1 (Investor) Visa
    Service, we will manage an investment portfolio
    for you, within the investment restrictions of
    the program, in line with your investment
    objectives. This is a discretionary service which
    allows you to concentrate on your other
    priorities while we have the responsibility for
    the day-to-day management of your investment
    portfolio.
  •  
  • You can meet and liaise with your own investment
    manager to build your personal investment
    strategy and create and monitor a portfolio to
    accommodate your specific needs that reflect your
    objectives and risk profile, while complying with
    the investment restrictions of the visa program.

3
Kareem Sattar joined Credence in 2014 as
Investment Director and brings with him over 10
years of experience within the financial services
industry. All of which have been spent in
developing wealth management strategies for high
net worth individuals and families.   Kareem
advises on a broad range of financial matters
including, Investment, sophisticated tax
planning, pensions and retirement, financial
protection, inheritance tax mitigation and
investor visa portfolio management.    Kareem can
be contacted atPhone 971 56 659 1934   Email
kareem.sattar_at_credence-wealth.com
4
Jamil Al Maani is a Investment Director at
Credence and has over 10 years of investment
specialist knowledge within the wealth management
sector. He holds the prestigious Investment
Management Certificate from the Chartered
Financial Analyst Society UK also holds full
Financial Planning Certificates awarded by the
Chartered Insurance Institute in London.   Prior
to joining Credence, Jamil was a Senior Wealth
Manager at HSBC Bank Middle East where he worked
closely with HNW individuals and families.
Advising on an array of matters including,
Investments, Taxation, legacy planning and
Philanthropy.   Jamil can be contacted
at Phone 971 56 392 3680   Email
Jamil.al-maani_at_credence-wealth.com
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