Our team will work with you to improve your chances of financial freedom, whether it is from balancing a chequebook to achieving your goals
We will work with you to improve your quality of life and we are commited help you apply those strategies you need to achieve your goals Our clients find that this approach leads to far more successful and satisfying outcomes as it balances financial and personal goals, and (incidentally) it is far more rewarding for us as we can help influence improvements in our clients' quality of life. Our long-term relationship with our clients is the result of teaching a comprehensive lifestyle financial planning service.
Teresa Hernandez, Benjamin Leyton
Somos españoles que vivimos y trabajamos en Londres como empleados. Desde 2009, Patricia y su equipo de trabajo nos asesoran en la manera de proteger a nuestra familia en caso de cualquier suceso inesperado que pudiera afectarnos económicamente. Hemos aprendido que no necesitamos mucho dinero, solamente necesitamos saber que hacer para actuar de una manera segura e inteligente. Hemos decidido realizar unas inversiones que nos permitan proteger nuestro futuro y ahora estamos tranquilos si algo nos ocurre porque sabemos que estamos protegidos.
We are both from Spain, but we work as employees in London. Since 2009, Patricia's team provided advice on how to protect our family in case of any unexpected event that might affect us financially . We've learnd that we do not need too much money, we only needed the knowledge to act in a secure and smart way. Then we decided to arrange some investments and commitments allowing us to protect our future and we feel now a bit relax in case something happen to us.
Mrs. Vevene Stewart
In 2012 Patricia took over the accountancy side of my companies. One of the things that surprised me was the fact that she not only looks after the accounting aspects of the business, she also sits down with me and analyses how my businesses are doing and how they can be improved. As a business facilitator she has even had given me tips about networking. For my private finances she has shown me how to take advantage of some tax planning, specially related to Inheritance tax, will and trusts. My businesses are in the cleaning services, security sector, and nurseries. I am happy to continue working with Patricia and her team.
Mrs. Maria Figueira
Sou empregada registrada, mas também tenho um negócio paralelo em investimentos de propriedade que me gera rendimento passivo. Precisei de alguma liquidez para continuar com os meus investimentos de propriedade.Contactei a “Xtrategy” no início de 2015, e eles me ajudaram a realizar uma solução que me beneficiou a adquirir o dinheiro que precisava, também a mesma ajudou outras pessoas que queriam dar os seus primeiros passos no negócio de investimento de propriedade. Adoro o do fato que “Xtrategy” me escutou e tomou em consideração as minhas necessidades. Eles ofereceram soluções flexíveis de um modo muito amistoso. Realmente recomendo “Xtrategy”.
I am an employee, but I also have a side business in property investments which generates me passive income. I needed some liquidity to move on with my property investments. I approached Xtrategy at the beginning of 2015, and they helped me to work out a solution which benefited me to get the cash I needed, and I also know that the same solution helped another person who was wanting to put his first step in the property ladder. I like the fact that Xtrategy listened to me and to my needs. Then they offered flexible solutions in a very friendly way. I do recomend Xtrategy.
Mr. Roberto Agostini
La professionalitá, come Chartered Certified Accountant, della Patricia, gia ben conoscuito nella communitá Portogese, Spagnolo ed Italiano a Londra, era une delle ragione che decisó di lavorare con lei nel 2009. Nel fratempo, non estante dove sia, é sempre stata acesibile per rispondere e risolvere le mie domande sugli conti, pianificazione fiscale , pensione o assicurazione.
I met Patricia in 2009 and decided to work with her because of her professionalism as a Chartered Certified Accountant, which is well known in the Portuguese, Spanish and Italian communities in London. Over these years she has always been approachable to answer and solve my queries about accounts, tax planning, pension or insurance. It does not matter where she is, I always get an answer from her.