Oscar Bugeja

Oscar BugejaFinancial Adviser

Contact Details
Areas of Expertise
  • Pensions
  • Pension Transfers
  • Investments
  • Financial Advice
  • Tax
  • Asset Management
Qualifications
  • Series 65 – Uniform Investment Adviser Law Examination
  • Chartered Insurance Institute (CII) – Diploma in Regulated Financial Planning
  • EFPA European Financial Adviser (EFA)

Oscar started his finance career at back in 2012, having worked for both a globally renown banking institute and then a FTSE 250 firm in the UK, he moved offshore in 2020 and has been working with clients across multiple jurisdictions to provide a holistic approach to ensuring their financial futures are taken care of.

Oscar is proud to hold qualifications with the Chartered Insurance Institute (UK), the European Financial Planning Association (EU) and the NASAA (US)

Oscar looks to build long-lasting relationships with his clients to ensure continuity of advice leading up to and including retirement.

How can we help you?

If you would like to speak to one of our advisers, please get in touch today.

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