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City Group Services


Established in the British Virgin Islands, City Group Services Ltd is a firm of independent financial advisers. We specialise in providing financial services to internationally mobile ex-patriots.

We believe successful financial planning requires not just initial advice but more importantly a continuous and ongoing line of service. The service we provide is individualized and completely confidential, we firmly believe in establishing an ongoing relationship with all of our clients. This enables us to provide regular updates, reviews, and any changes when necessary.

Our Expertise spans;

Retirement Planning:-

During your professional career it is of paramount importance to make provision for retirement. It is surprising how many people overlook this fundamental requirement for future security. We offer a wide selection of offshore retirement solutions for both individual and corporate planning. As part of these made to measure policies, we can also include early access, phased retirement and the transfer of frozen pensions.

Regular Savings:-

One of the most effective ways of building capital is by saving on a regular basis. Long and short term plans can be arranged and are available in most currencies. We will advise you on the suitability of particular savings plans and will ensure not only security and confidentiality but also the maximum potential for tax efficiency.

Capital Investment:-

City Group Services Ltd offers investment portfolios for individuals, trusts & corporations. These are structured for tax efficiency, confidentiality, growth and income, and are placed offshore through major international financial institutions.

A balance between growth and income can be achieved, with built-in flexibility and immediate access to capital, if required. Detailed computerised statements are available to keep clients fully informed.

Expatriate Mortgages:-

Thanks to our established working relationship with a comprehensive range of European lenders, we offer expert advice and guidance on the appropriate mortgage which can be linked to a variety of currencies.

School Fees Planning:-

Most parents have to start planning for the cost of school fees whilst their children are still in their infancy. By gaining professional advice in time, parents will be able to comfortably provide for their secondary and tertiary level education. We can access a variety of specialist schemes tailored to individual needs.

Insurance:-

One of the first steps in investment planning is to protect that which you have already accumulated. Whether it is for your family or for your business, we can arrange protection against untimely death and loss of income due to sickness, accident or critical illness. In some cases, we will be able to assist in reducing liability to inheritance tax.

Address: Budapest 9, 1062, 64 Andrassy street.

Phone: +36 1 301 0199

Fax: +36 1 269 2140




Present in the following business directory categories: Offshore Finance
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