The right financial advice can change your life
Independent, personalized and tailored financial planning opportunities which are built around you
Who Are We
A firm of independent International Financial Advisors specializing in tailor-made opportunities.
Our Mission
To give our clients a first-class service which always put their needs above all else.
What We Do
Cater for your needs including UK pension transfers, 401K retirement planning and life assurance.
Our History
Since 1998, CI-Associates have pioneered the delivery of a wide range of financial strategies for individuals and businesses around the globe. We have grown to become a truly international firm with a reputation for exceptional client service.
Our Team
The CI-USA team is headed by David Clark.
Born in the UK, he has 25 years of international experience in the Americas helping expats make the right financial choices. David is registered and qualified in the USA to give financial advice and adapting to the challenges we all face at the moment.
“Given the events of the past 10 months and the challenges we have all faced,
there has never been a better time to review your pension and financial
position. Things we previously took for granted, were able to “leave be” or put off now need addressing We need to ask how secure is our pension provider or the company that underwrites your final salary pension scheme.”
David Clarke, January 2021
Our Process
We have developed a streamlined process for your personal needs.
Discover
We want to learn and understand you.
Define
Tell us about your life goals and aspirations.
Design
We can build a suitable platform for you.
Develop
The appropriate strategy to protect your wealth.
Deploy
Implement what we believe is the best financial plan for you.
Deliver
Ensure your satisfaction every step of the way.
Why Choose Us?
A bespoke approach ensures we will only provide recommendations which we believe are a perfect fit for you.
You can contact us any time of day or night. If we are unavailable we will get back to you within 24 hrs.
You can trust our experienced and highly-trained support staff to handle any query.
We believe our advisors are among some of the most qualified and knowledgeable in the industry.