OUR SERVICES

At JIIB Financial, we help our clients to develop a comprehensive personal financial plan that achieves their financial goals whilst protecting their immediate family.

We analyze your current financial position and as an independent financial company, we then select the best way forward for determining your financial objectives.  Part of our service is to arrange quarterly meetings to make sure that your financial objectives are being achieved and if necessary fine tune your portfolio.

As an Independent company these are our products and services we offer:

Banking
- Offshore Banking & Multi Currency Accounts

Investments
- Education Planning & School /University Fees
- Pension Analysis
- QROPS & QNUPS
- SIPPS
- Personal Retirement Planning
- Collective Investment Schemes
- Offshore Investment Accounts
- Unit Trusts, Mutual Funds and EFT’S
- Independent Portfolio Management
- Capital Guaranteed Investments
- Managed Futures

Protection
- International Medical Insurance & Medical Evacuation Services
- Travel Insurance
- Life Insurance  and Income Protection
- Critical Illness Protection

Succession Planning
- Trusts
- Personal Estate & Inheritance Tax Planning