FEIFA (Federation of European IFAs) has formed a formal affiliation with Overseas Trust & Pension (OTAP).
The relationship with FEIFA will be headed up by Rex Cowley (pictured), a director at OTAP.
Cowley said: “OTAP is a specialist provider of international trust, retirement, and pension solutions. Our aim is to provide services that help advisers meet the strategic financial requirements of clients and provide a robust environment to protect, preserve and enhance client wealth.
“We achieve this by offering a broad range of award-winning financial solutions catering for income provision, accumulation, and succession of wealth from one generation to the next.”
FEIFA CEO Paul Stanfield said: “This is another excellent and complimentary addition to our existing affiliations, not least as most of our member firms are looking for increased technical assistance concerning tax and pension matters, particularly since the UK Autumn Budget.”
Cowley added: “OTAP only distributes its products and services via regulated financial advisers and does not go direct to the market.
“Therefore, there is no conflict of interest between our businesses and our interests are aligned. As such, we believe that working as partners is critical to success and as a result, we enjoy long-term relationships with advisory firms.
“We have many years of experience in working with advisors, the retirement sector and expatriate clients, and are well known in our space for our technical knowledge, support, the robustness of our products and service, and our ethics.”
OTAP will immediately look to utilise that expertise and provide support by speaking at the forthcoming, latest series of FEIFA Masterclass Seminars and Webinar.
FEIFA is a non-profit trade association and has partnerships with a wide range of companies, including all of the relevant international life companies, major asset managers, and key international pension and trust companies.
The Federation’s member companies advise on cumulative assets in excess of €14 billion. They are English-speaking advisory businesses, active across Europe.
