Frequently asked questions
Who is Dunhill Financial?
We are a group of international financial planners offering fee-based planning and wealth management solutions to primarily (but not exclusively) English-speaking expatriates. Our aim is to create an environment of trust, discretion and confidence through offering personalized solutions. We cater towards clients all across the globe by offering a variety of products and services that are tailored towards the individual.
What does Dunhill Financial do?
How can I get in touch with a representative from Dunhill Financial?
Please email email@example.com. We are happy to answer all your questions or inquiries that you may have.
How is Dunhill Financial different from other investment advisors?
Where are we based?
With our office locations in Canary Wharf, in the district of London. We also have members of our team in other locations in the United Kingdom and Europe.
Do you only advise US expats?
Although we specialise with US expats and their unique situations, we also deal with clients all across the globe of any nationality.
What is a Fiduicary?
As fiduciaries, we ensure that the financial advice we provide you is objective, unbiased and in your best interest. Find out more out more in our video below.
What types of investments does Dunhill Financial offer?
We have access to a wide range of products and complex instruments to suit every individual. We generally limit our types investment advice and/or money management to:
Insurance products including annuities
What is a model portfolio?
An inevstment portfolio is a box of different assets these assets can include equity & fixed income, cash instruments and other more exotic holdings. The goal of a portfolio is to be diversifed to meet the investors goals.
How do we assess risk?
We use a risk number which is a proprietary scaled index developed by Riskalyze to reflect your risk. The Risk Number is at the heart of a sophisticated set of tools to precisely measure the appetite and capacity for risk that you have and demonstrate your alignment with the portfolio we recommend.
What is diversification and how does that benefit my long-term plan?
What is a natural currency hedge?
As the market is constantly moving, the initial allocation that you have invested in can become out of skew, which can lead to increased risk.
Income vs Growth portfolios
How does Income portfolios differ from a savings account?
A savings account gives you a fixed interest which is often times guranteed. Our income portfolios give you the opportunity to receive a higher income than a savings account would.
How would I receive my income?
The dividends and interest are paid into your account automatically in the form of cash which you can then withdraw or decide to reinvest the proceeds back into your portfolio.
Are yields guaranteed?
No, yields are not guaranteed and are subject to market flucutations. The extent of dividends paid depends on the companies performance and fixed income markets.
Is the received income taxable?
Yes, any income you receive may be subject to taxes depending on your legal residency.