Background
Paul Morter has over 40 years’ experience in banking, insurance, finance, investments, and international retirement planning; 30 of which have been in offshore jurisdictions. His experience with leading high street banks, insurance and investment houses in addition to accountancy firms in sales and marketing roles provides him with a comprehensive knowledge of international insurance, banking, investments and global pensions.
From years working in various industries, Paul was eager to cultivate the various skills, wider understanding and connections he had accrued over the years, enabling him to introduce and facilitate meaningful relationships between clients and his portfolio of providers and advisors.
Get in touch
Finding the right advisor, provider or even knowing what strategy and advice you need can be overwhelming and exhausting. That’s why we offer free consultations to walk you through your needs and the scope of your goals.