
Ray Lish & Associates Ltd are qualified
Independent Financial Advisers with experience ranging back
to 1980. Transferring offshore in 1992 we became full members
of Inter-Alliance WorldNet in 1996 and subsequently relocated
from the United Kingdom to Cyprus in 2000. As Appointed Representatives
of Inter-Alliance WorldNet Insurance Advisors, we are Approved
and Regulated in our Cyprus base by The Insurance Companies
Control Service, Cyprus Registration Number FOS9. We have clients
in more than 20 countries worldwide.
- The key to this ongoing and successful relationship with
our clients lies in our simple and straightforward approach
to Financial Planning. At the first meeting with our client,
we conduct a commonsense but comprehensive and confidential
Fact-Find to establish where our client is today in financial
terms, and to what “destinations” (financially
speaking) our client may wish to travel in the future.
- On any journey (including a financial one) a map is of great
assistance, providing the traveller knows exactly where they
are now! Accordingly, it follows that all our client’s
existing investments must be included in our Fact Find, in
order to correctly place the “You are here” arrow
on their individual maps.
- A “Financial Map” (in the form of a written
report), shows our clients exactly how they can get to their
financial objectives, taking the most direct route. This “map”
also helps to keep our clients on track and motivates them
to go further by continually monitoring and showing them their
progress towards their selected destinations!
Many of our clients tell us that this simple process of formally
establishing and collating their information, in one place and
at one time in a clearly defined and transparently visible format,
often proves cathartic for them.
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Erica & Raymond Lish |
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