TIMUNDERWOOD.COM

Firstly, we invest with a "Sleep Test" rule, which means that we do not have investments which keep us awake at night... You can expect more than mere index tracking. Our focus is on building long term and direct relationships with a select group of private clients. We offer professional financial advice to British expats and international clients, developing individual financial plans to meet their objectives. In doing so we consider many facets and help to evaluate current and future needs. Whether you are planning for retirement or preserving wealth for future generations we will help you define clear goals and offer professional financial advice.

Also known as: Tim Underwood

Registration numbers: D-F-125-3PVJ-69 (W), D-WB23 (W)

Primary location: San Francisco United States