Our Services

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As independent financial advisors, Clive Evans IFA works with a wide selection of financial institutions to offer you the best possible solutions in the following areas.

Investments, Savings, and Wealth / Portfolio Management

Working with a variety of offshore financial providers, to help yacht crew set up both flexible, regular and lump sum investments over the medium term, and in conjunction with London based investment managers to provide a highly personalised wealth management service.

Pensions and Pension Recovery

Longer term, (ten years) regular investments and the transferring of existing, Company/ Navy pension entitlements into personal retirement plans.

Medical Insurance

Worldwide medical insurance covering yacht crew on and off the boat, including diving and skiing.

Life Assurance

Comprehensive, life assurance, including critical illness cover, both for family and mortgage protection.

Mortgages

Working with Mortgage providers that both understand yacht crew and arrange finance on excellent terms for property purchase in France.

Off-Shore Banking

Working as intermediaries to arrange accounts with selected offshore banks with international reputations.

Setting up your plan

How do you get started, and what you need to do?

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