Geoffrey Croskell

Experience

• 

  Manulife

  Apr 1985 - Nov 1995

  Senior Consultant

  Offering financial services to the local personal and business community

• 

  Canada Life Ltd

  Nov 1995 - Jun 1996

  Senior Consultant

  Offering financial services to the local personal and business community

• 

  Sun Life Financial of Canada

  Jun 1996 - Apr 2001

  Financial Consultant

  Senoir Financial Adviser serving the local business and personal markets

• 

  Lighthouse Platinum Financial Ltd

  Jul 2001 - Dec 2012

  Director

  Independent financial adviser to the local personal and business market

• 

  Sovereign & Partners

  Nov 2012 - May 2015

  Senior Financial Adviser

  Fund advisory firm committed to helping regular savers and portfolio investors achieve their financial goals and to making their dreams become realities• Provide discretionary Wealth Management investment and portfolio management services to the medium net-worth private clients within the EU and to all Swiss Citizens• Cater to individuals with cross-border interests within the EU, Switzerland and internationally• Advise regular savers and portfolio investors upon wide array of Life Insurance options for investment purposes, to include bank accounts, funds, stocks, bonds and structured products• Act as a regulated, registered, insurance broker, under the supervision of the FSMASovereign & Partners, Bucharest merged with UAG June 2015 Show less

• 

  United Adviser Group, Bucharest , Romania

  Jun 2015 - Sept 2015

  Senior Wealth Manager

  Fund advisory firm committed to helping regular savers and portfolio investors achieve their financial goals and to making their dreams become realities• Provide discretionary Wealth Management investment and portfolio management services to the medium net-worth private clients within the EU and to all Swiss Citizens• Cater to individuals with cross-border interests within the EU, Switzerland and internationally• Advise regular savers and portfolio investors upon wide array of Life Insurance options for investment purposes, to include bank accounts, funds, stocks, bonds and structured products• Act as a regulated, registered, insurance broker, under the supervision of the FSMA• Select the most appropriate life insurance account, from a large selection of providers • Provide tax advantageous investment solutions, which factor in residency and domicile• Work closely with strategic business partners, asset managers and client services Services include: - Retirement Advice Service: We provide retirement planning advice to clients wishing to retire earlier than the normal State Pension age would allow. To do so: we a) assess the clients’ current situation, b) we offer a projection of future income, based upon what they already have in place and c) we then offer possible solutions, if a shortfall in future income is identified. - Succession/Estate Planning: We provide succession planning and advise on the increased benefits and flexibility introduced by the new EU succession rules ratified in the Treaty of Succession Regulation (Brussels IV) in 2012 (also adopted internationally in countries such as Switzerland and Denmark in a separate Treaty) - Will Drafting: We facilitate will drafting for EU and Swiss residents owning assets in other member states. - Wealth Management: We provide highly competitive and flexible individual investment portfolio management to grow, manage and protect your wealth. - Inheritance Tax: Revenue from Inheritance Tax Show less

• 

  The Alliance Partnership Ltd

  Oct 2015 - Oct 2022

  Financial Advisor

  Alliance Partnership is a fully regulated company under European Law. We are bound by the rules of the Markets in Financial instrument Directive (MiFID) and the Insurance Mediation Directive (IMID) licences in the Netherlands no 12038705 and the Czech Republic No 078159PA. This allows us to offer cross border services to corporate and individual clients throughout the European Economic Area (EEA). As such we are on the Financial Conduct Authority Register. Also professional indeminity insurance is maintained for the protection of clients.Fund advisory firm committed to helping regular savers and portfolio investors achieve their financial goals and to making their dreams become realities• Provide discretionary Wealth Management investment and portfolio management services to the medium net-worth private clients within the European Economic Area• Cater to individuals with cross-border interests within the EU, Switzerland and internationally• Advise regular savers and portfolio investors upon wide array of Life Insurance options for investment purposes, to include bank accounts, funds, stocks, bonds and structured products• Act as a regulated broker and insurance agent• Select the most appropriate life insurance account, from selection of providers • Provide tax advantageous investment solutions, which factor in residency and domicile• Work closely with strategic business partners, asset managers and client services Services include: - Retirement Advice Service: We provide retirement planning advice to clients wishing to retire earlier than the normal State Pension age would allow. To do so: we a) assess the clients’ current situation, b) we offer a projection of future income, based upon what they already have in place and c) we then offer possible solutions, if a shortfall in future income is identified. - Wealth Management: We provide highly competitive and flexible individual investment portfolio management to grow, manage and protect your wealth. Show less

• 

  Warwick Mann International Insurance Brokers Ltd.

  Oct 2022 - now

  International Financial Adviser

  Warwick Mann International is a fully regulated company under European Law. This allows us to offer cross border services to corporate and individual clients throughout the European Economic Area (EEA). As such we are on the Financial Conduct Authority Register. Also professional indeminity insurance is maintained for the protection of clients.Fund advisory firm committed to helping regular savers and portfolio investors achieve their financial goals and to making their dreams become realities• Provide discretionary Wealth Management investment and portfolio management services to the medium net-worth private clients worldwide• Cater to individuals with cross-border interests within the EU, Switzerland and internationally.Specialists for International schools,teachers & expatriates worldwide.• Advise regular savers and portfolio investors upon wide array of Life Insurance options for investment purposes, to include bank accounts, funds, stocks, bonds and structured products• Act as a regulated broker and insurance agent• Select the most appropriate life insurance account, from selection of providers • Provide tax advantageous investment solutions, which factor in residency and domicile• Work closely with strategic business partners, asset managers and client services, ie COBIS Services include: - Retirement Advice Service: We provide retirement planning advice to clients wishing to retire earlier than the normal State Pension age would allow. To do so: we a) assess the clients’ current situation, b) we offer a projection of future income, based upon what they already have in place and c) we then offer possible solutions, if a shortfall in future income is identified. - Wealth Management: We provide highly competitive and flexible individual investment portfolio management to grow, manage and protect your wealth. Show less