Jonathan Martin DipPFS EFA

AKA ‘A Shropshire Lad in Switzerland’ -35 years experience in helping English speakers overseas to become more confident and empowered to thrive in their adopted countries through my information and event services.

Stallikon, Zurich, Switzerland

About

I help English speakers in Switzerland and Europe to become more confident & empowered to thrive in their adopted countries through my information & event services. SO how do I achieve this ? Please read on ....... We all love to save tax and look forward to a prosperous, happy and secure future for us and our loved ones -dont we ? I love helping English speakers in Switzerland reduce tax and achieve their future goals and dreams. i also create better informed, more confident & empowered English speakers in Switzerland through my news, info and advice services at www.facebook.com/shropshireladinswitzerland( over 16000 followers) and in Europe via www.facebook.com/groups/ashropshireladineurope I am the Swiss Managing Director of Synergi Investment GmbH where I offer multi jurisdictional ,qualified independent financial advice and support to English speakers living across Switzerland to reduce tax and achieve future goals and dreams. I utilize my 35 years of experience in the financial services and consulting sector both in the UK and Switzerland and have obtained the high level qualifications required to ensure my clients obtain the outstanding level of service they seek and deserve. I offer impartial professional and transparent Independent Financial Advice both in my home country of Switzerland and also across the EU and worldwide using a wide range of solutions and licences available within our extended Synergi Group. I offer hugely popular free initial online 1 to 1 pension & investment meetings which can be booked online https://www.shropshireladinswitzerland.com/book-online My Areas of Expertise to provide you with impartial, independent, professional advice: -Global Asset/investment Management -Swiss Pillar 2 pension advice both whilst living in Switzerland and on/after leaving Switzerland -Global Pension Plans (including QROPS, QNUPS, SIPPS) -Swiss Pillar 3A/3B Saving Plans I possess the following international financial qualifications : European Financial Adviser Certification CII Diploma in Regulated Financial Planning CISI Certificate of International Wealth Management Specialties: Financial Consultancy, Financial Planning , Wealth Management , Independent Qualified Financial Advice, Relationship Management, Social Media maximisation, Business Networking, Expat lifestyle consultant & event management. Email [email protected] Facebook www.facebook.com/shropshireladinswitzerland www.facebook.com/groups/ashropshireladineurope https://shropshireladinswitzerland.mastermind.com/directory/

Experience

  • Managing Director at Synergi Investment GmbH
    Feb 2019 - Present · 7 yrs 5 mos

    i help English speakers in Switzerland save tax and achieve their future goals and dreams I utilize my 34 years of experience in the financial services and consulting sector both in the UK and Switzerland and have the high multi jurisdictional qualifications required to ensure my clients obtain the highest level of service they seek and deserve. I am able to offer impartial professional and transparent Independent Financial Advice both in my home country of Switzerland and also across the EU and worldwide using a wide range of solutions and licences available within our extended Synergi Group and I am the Swiss Managing Director of Synergi Investment GmbH where I offer advice and support to Swiss Locals and Internationals living across Switzerland. My Areas of Expertise: • Global Pension Plans (including QROPS, QNUPS, SIPPS) • Swiss Pillar 2 pension advice both whilst living in Switzerland and on/after leaving Switzerland • Swiss Pillar 3A/3B Saving Plans • Global Asset/investment Management • Global Saving Plans • Life Insurance

  • Expat Consultant at www.facebook.com/shropshireladinswitzerland and www.facebook.com/shropshireladineurope
    Aug 2014 - Present · 11 yrs 11 mos

    I believe in creating better informed, confident & empowered English speakers in Switzerland and Europe through my news, information and advice service.  I manage the hugely successful Facebook page www.facebook.com/shropshireladinswitzerland where I provide daily news, information, advice and events all over Switzerland for over 16000 of the English speaking population in Switzerland and over 3000 English speakers across Europe at www.facebook.com/shropshireladineurope where I provide daily news, events, information and advice covering the whole of Europe.-providing quality balanced expat advice on both pages and a vehicle for constructive positive debate in a safe space

  • International Financial Consultant and Blogger 'A Shropshire Lad in Switzerland' at International Financial Advisory Company
    Aug 2014 - Feb 2019 · 4 yrs 7 mos

    I utilized my 31 years experience in the financial services and consulting sector to recommend to my clients financial services products that suited their medium to long term requirements for insurance, investments, savings and pensions.

  • Sales Manager at Rank Group
    Dec 2013 - Jul 2014 · 8 mos

    Responsible for increasing the profile of the casino locally and driving up levels of usage /business both in terms of numbers and different purposes/events.

  • Sales Manager at MM Sports Consultants
    Oct 2012 - Jul 2014 · 1 yr 10 mos

    I was a sports consultant working intially in the football and rugby industry advising various clubs from all levels from Premier League to West Midlands League on financial and commercial issues. I was also Marketing Manager of the Professional Dart Players Association and also became a management consultant for professional sportspeople advising specifically on increasing their commercial potential and maximising their personal performance through a full support structure to assist them with their goals. I also arranged top quality darts exhibitions at all types/sizes of venues to suit the bespoke need of the client. My clients for this service have included Celtic FC, Munster and Wolverhampton Racecourse.