Your life, your rules
Empowering your financial journey: from savings and wealth growth to retirement, education, and lifestyle planning – we're your partners in securing a prosperous future.
Pay yourself first
Are you searching for innovative ways to amplify your wealth? Concerned about funding your children's educational journey? Pondering the intricacies of retirement or legacy planning? At Breth Global, we recognize that each individual's financial aspirations are as unique as their fingerprints. Our comprehensive wealth enhancement services encompass strategic savings, dynamic investments, bespoke lifestyle blueprints, and forward-thinking retirement schemes – all underpinned by a strong commitment to ethical and sustainable financial growth.
Our team of certified financial advisors crafts personalized wealth optimization solutions designed to safeguard and multiply your assets. With unwavering dedication and extensive expertise, our financial advisors deliver objective, tailored guidance to unveil opportunities aligned with your evolving goals. We pride ourselves on our adaptive approach, regularly fine-tuning your financial strategy to keep pace with your changing aspirations.
By partnering with us, you gain exclusive access to our expansive network of financial innovators, opening doors to cutting-edge, sustainable investment prospects. We place you at the epicentre of our operations, empowering global professionals with the assurance that their financial trajectory is secure across all time horizons – from immediate needs to long-term visions. Experience the difference with Breth Global: where your financial dreams take centre stage and your path to prosperity is illuminated.
Wealth planning services
Education Fee Planning
A range of dedicated savings and investment strategies designed to cover educational expenses from primary school through university.
Life insurance
Comprehensive insurance strategies tailored to your unique needs, encompassing income protection, life insurance, and critical illness cover.
Retirement planning
Specialized services including pension reviews and pension transfer options, tailored to your unique situation.
Why invest with Breth Global?
Experience tailored financial strategies that align with your unique goals, values, and vision for the future
Tax-Efficient Solutions
Your portfolio can be tailored across various tax wrappers and structures, allowing you to maximise the tax efficiency of your investments. Options include onshore and offshore bonds, ISAs, SIPPs, SSAS, and individual trusts and charity accounts.
Tailored Investment Strategy
Each portfolio is uniquely designed to align with your investment objectives, taking into account your risk tolerance and financial goals. Your dedicated wealth manager will continuously monitor your portfolio, allowing for quick adjustments in response to changing market conditions.
Holistic Approach to Investment
Investments are managed as part of a comprehensive strategy rather than as isolated entities. This holistic view ensures that all assets within your portfolio work together to achieve your desired risk and return profile.
What we can do for you
- Education Fee Planning As a global professional, you have the unique opportunity to provide your children with an international education, but this comes with significant financial considerations. International student rates and rapidly rising education fees can pose substantial challenges. At Breth Global, our expert advisors work with you to develop comprehensive education fee plans tailored to your family's needs. We offer a range of dedicated savings and investment strategies, including capital, regular, and combined plans, designed to cover educational expenses from primary school through university. By partnering with us, you're not just planning for tuition – you're securing your children's future and empowering them to reach for the stars, wherever their educational journey may take them.
- Health, Life, and Income Insurance Life's unpredictability demands robust financial safeguards. At Breth Global, we help you fortify your financial future against unexpected turns. Our expert advisors craft comprehensive insurance strategies tailored to your unique needs, encompassing income protection, life insurance, and critical illness cover. We ensure that you and your loved ones remain financially secure, regardless of life's challenges. With our guidance, you'll gain peace of mind knowing that your wealth is protected, your family is provided for, and you're covered in case of critical illness or inability to work. Let us help you build a resilient financial safety net that stands strong in the face of life's uncertainties.
- Retirement Planning Envisioning an early retirement? In today's world of increasing life expectancy and rising retirement ages, thorough retirement planning is crucial, especially for international professionals. Most individuals require at least 25 years of savings to ensure financial independence during retirement, making it essential to start planning now. At Breth Global, our team of experts takes a comprehensive approach to help you plan, manage, and regularly review your investments. We offer specialized services including pension reviews and pension transfer options, tailored to your unique situation. Our goal is to instill confidence that you'll achieve your retirement aspirations, whether that means early retirement, maintaining your desired lifestyle, or leaving a legacy. By partnering with us, you're not just planning for retirement – you're designing your ideal future, backed by solid financial strategies and expert guidance.
- Portfolio Bonds Streamline your financial strategy with portfolio bonds - a versatile and tax-efficient way to consolidate your savings, investments, and deposits. These powerful financial tools offer a multitude of benefits that can significantly enhance your wealth management approach. With portfolio bonds, you can enjoy tax advantages, including potential inheritance tax benefits, while maintaining flexibility in your investment choices. They provide access to a wide spectrum of risk options, allowing you to tailor your portfolio to your specific risk tolerance and financial goals. Moreover, portfolio bonds offer enhanced privacy and security for your assets, along with the opportunity to diversify your investments effectively. At Breth Global, our expert international advisors will guide you through the intricacies of portfolio bonds, helping you select a solution that aligns perfectly with your unique financial circumstances and long-term objectives.
- Investment Review Ensuring your investments align with your goals is crucial for financial security. At Breth Global, our comprehensive investment review process delves into your aspirations, assesses your current investments and pensions, and determines if you're on track to achieve your objectives. Our savings and investment experts provide tailored recommendations to optimise your portfolio, potentially suggesting diversification strategies to enhance your financial outlook. By conducting a thorough audit of your financial plans, we help secure your future, giving you the confidence that your investments are working effectively towards your long-term goals. Let us guide you in refining your investment strategy, ensuring it remains aligned with your evolving financial aspirations.
Your questions answered
What does Breth Global do?
What is Lawsons Wealth?
What are the qualification of the advisers?
What fees do I pay?
How often should I speak to my adviser?
Can you help with wills and trust planning?
I want to retire early – how do I do that?
Ready to take the next step in securing your financial future?
Contact us today to explore your investment options!