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Paul A. Jeffreys - Consultant

Introducing

Paul A. Jeffreys

Consultant

Lawsons Wealth is an independent provider of expert international financial advice and wealth management solutions for global professionals like you.

paul.jeffreys@lawsonswealth.com

With an illustrious 35-year career in international financial services, Paul’s extensive experience spans banking, private banking, wealth management, financial advice and financial planning. After over 10 years in the Channel Islands and 20 in Hong Kong and Singapore, Paul currently divides his time between Switzerland and the United Arab Emirates – enabling him to focus on his clients in Europe, the Middle East, Asia and Africa.

Paul holds qualifications from the UK Chartered Institute of Securities & Investment (where he is currently a member), the UK Chartered Insurance Institute, the Hong Kong Confederation of Insurance Brokers and the Singapore Institute of Banking & Finance. He has held Vice President and Senior Vice President positions in two of the United Kingdom’s most respected banks – Lloyds and Coutts – and at Butterfield, the highly regarded offshore bank. In addition, Paul has held financial services licences in the United Kingdom, Hong Kong, and Singapore. The founder of Jigsaw Wealth Management – the largest accredited investor wealth management company – Paul has established, developed and sold 10 companies.

Paul enjoys spending time with clients, especially when this interaction is face to face – “the old-fashioned way” is how he puts it. However, with an expansive client base that reaches every continent – including Antarctica – he is also an expert at virtual communication.

Committed to building relationships that last for the long term, Paul takes pride in adding value wherever he can – going above and beyond his agreed remit to exceed your expectations and secure your financial future.

Why Lawsons Wealth

We give you the freedom to live the life you want. Whether you want to maximise returns, secure your children’s education or plan your dream retirement, our personalised solutions are designed to protect and grow your wealth.

Passionate and experienced, our world-class team of IFAs provides expert independent financial advice that unlocks opportunities to achieve your goals and leverage your status as a global professional. And with a particular emphasis on sustainable investing, we give you the confidence that your financial future is secure for the short, medium and long term.

Why Lawsons Wealth

Expert Qualified Advice

Paul is fully qualified to advise you across every area of financial planning and wealth management. His expertise spans:

  • Tax and estate planning (Inheritance Tax Planning)
  • Retirement & pensions – including managing underperforming pensions and retirement schemes
  • Asset management – including ethical and low-cost investment strategies
  • Global property investment – including turnkey solutions to buying overseas properties
  • Visa and residency by investment – how to obtain second passports and residency rights
  • Cashflow modeling, strategic savings and investment – step-by step modeling to reach specific objectives
  • Business strategies, mentoring & coaching – leveraging his 35+years banking & wealth management experience

Managed Portfolio Service

Ideal for international professionals, our highly personalised Managed Portfolio Service delivers a range of benefits including:

  • Discretionary fund management
  • Biannual reviews of your portfolio
  • Yearly in-depth assessment of your overall financial plan
  • Full access to the investment planning team

What Paul’s Clients Say

Paul might be the most ridiculously efficient person I know.

He is always fast to respond, intelligent and produces creative solutions to difficult problems.

He is always available when needed and does not hesitate to share his market knowledge.

James Wilson

Paul has helped transfer my pension fund and has remained professional throughout.

I can thoroughly recommend his services.

Graham N Hooley

I have discussed and reviewed my pension arrangements with Paul over an 18-month period, He is very professional and personable in our communications, which have been both written and virtual. Paul took time to understand my personal situation, which delayed decision-making on my side, and at no time during our exchanges has he indicated a desire to "walk away" - unlike 2 other consultants. The investment options offered by Paul have been clearly explained and presented and, most importantly, tailored to my needs. I have no hesitation in recommending Paul's services.

Stephen Oliver

Contact Details

Paul A. Jeffreys

Phone: +41 41 508 70 11

Mobile: +44 77 8110 3957

paul.jeffreys@lawsonswealth.com

Address: Rue Neuve-du-Molard 19, 1204 Genève, Switzerland

We give you the freedom to live the life you want

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