Bespoke Financial Solutions
We are a firm of independent international financial advisors specialising in providing tailor-made solutions across a broad range of services.
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BUSINESS BLOG
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Our Services
Our personalised approach allows us to build long-lasting relationships with all our clients, from individuals to businesses.
Wealth Management
Honest advice you need to ensure that your finances are kept safe and accessible, whilst being allowed to grow freely.
Property Investments
Our property service is designed to help you take advantage of one of the most robust and adaptable investment assets available today.
Retirement Planning
Saving for your retirement is perhaps the most important step on the way to long-term financial security.
UK Pension Transfers
A robust investment strategy that will continue to suit you and your objectives in the long run.
Education Planning
We are well-positioned to advise you on how to best exploit the educational opportunities available to your family .
Investment Planning
A robust investment strategy that will continue to suit you and your objectives in the long run.
Our Services
Wealth Management
Honest advice you need to ensure that your finances are kept safe and accessible, whilst being allowed to grow freely.
Retirement Planning
Saving for your retirement is perhaps the most important step on the way to long-term financial security.
Education Planning
We are well-positioned to advise you on how to best exploit the educational opportunities available to your family .
Investment Planning
A robust investment strategy that will continue to suit you and your objectives in the long run.
Property Investments
Our property service is designed to help you take advantage of one of the most robust and adaptable investment assets available today.
Our Process
Who We Are
Since 1998, CI-Associates have pioneered the delivery of a wide range of financial solutions for individuals and businesses across Latin America and the world. From our origins in Santiago de Chile, we have grown to become a truly international firm with an exceptional reputation for client service.
Built around our team of experienced international financial advisors, the service we provide is unrivalled in its flexibility. Our boutique methodology enables us to implement wealth management and investment strategies that evolve according to our clients’ ever-changing needs.
Our Fund Managers
Testimonials
What Our Clients Say
“I have been a client of CI-Associates for around 15 years. During that time I have moved jobs and locations, so contact with the company has been mainly by email during that time. Despite that, whenever I have had a question or required information, I have received a response, and have never had any unsatisfactory outcomes.
The frequency and type of contacts with CI-Associates works for me – I don’t feel pressured nor abandoned. Overall I’m very satisfied with the service provided. “
Craig McEwan
“Our recent experience has been very positive.
Our adviser was prompt, well informed and patient.
He made no promises he did not keep, always returning calls and explaining and calming anxieties. “
Rosemary Mitchell
“I’ve been with CI-Associates for more than 10 years and I am very pleased with service you offer.
Here in Perú my contact is Tony Littlefield who is excellent. He replies
promptly to my enquires, offers solid and personal financial advice in a friendly and cheerful manner. I had some savings on the IoM that needed
updating and Mr Littlefield helped me to sort this out very well. Other friends of mine in Peru have also commented on the good service he has provided. “
Courtney Stapleton
Our Skilled Team
Michael Cross
Gavin Jacobs
Steven Gillespie
