Financial planning and wealth management for globally mobile individuals and multi-national families
Jade & Cowry is a premier financial services firm committed to providing comprehensive financial planning and wealth management solutions. Specializing in serving globally mobile individuals and multi-national families, Jade & Cowry offers tailored strategies to help clients achieve their financial goals and live their dream lives. With a focus on cross-border finance, equity compensation, and investment advice, Jade & Cowry is dedicated to helping clients navigate the complexities of international finance.
At Jade & Cowry, the mission is to empower clients to define their envisioned life and organize their finances across multiple countries. The firm provides expert guidance on saving for the future, managing investments, optimizing cross-border budgets and taxes, and planning for retirement and significant life events. Jade & Cowry's comprehensive approach ensures that clients can live a meaningful life, free from financial stress, no matter where their journey takes them.
Jade & Cowry is committed to providing exceptional service and fostering long-term relationships with its clients. With a focus on innovation and client satisfaction, Jade & Cowry continues to enhance its service offerings. We invite the management of Jade & Cowry to create a customized and exclusive company showcase and product listing on our platform to further highlight their expertise and services.
Compare Jade & Cowry with 3 companies in Financial-Services
| Comparison Field |
Jade & CowryMain Company |
Astute Wealth Manage...View Profile |
Wilcox Day Wealth Ma...View Profile |
PPTView Profile |
|---|---|---|---|---|
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Founded Year
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— | 2007 | 1967 | |
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Company Size
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— | 11-50 | 2-10 | 11-50 |
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City
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Preston, Lancashire | Fleet, Hampshire | Ballarat, VIC | |
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Country
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United Kingdom | United Kingdom | ||
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Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Planning
Wealth Management
Cross-Border Finance
Investment Advice
Equity Compensation
Financial Services
Global Finance
Cross border finance
|
8 Total
1 Common
7 Unique
Match
13%
Common Skills:
Wealth Management
Unique Skills:
Automatic Enrolment
Financial Advice
Inheritance Tax Planning
Mortgage Advice
Pension Advice
Protection Advice
+1
|
19 Total
19 Unique
Unique Skills:
Business Protection
Contractors
Employee benefits
Financial Advice
Financial Education
Financial Wellbeing
+13
|
8 Total
8 Unique
Unique Skills:
Accounting Services
Business Advice & Consulting
Corporate Secretarial Services
Finance & Mortgage Services
Risk Insurance
Superannuation & SMSF
+2
|
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