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General
About
Living in China for almost 6 years, I have a very good understanding of the status of expatriate and I can offer investment and protection solutions to foreigners.
Taking advantage of your new status is always wise but sometimes necessary when it comes to protection.
As an IFA, my job is to plan and make sure that my clients have the funds required when they need it (Education costs, Retirement...).
Funds can be invested offshore and grow tax free at source as a result of the client living outside his country.
I am happy to prepare some Free Financial Analysis of your situation upon request.
Taking advantage of your new status is always wise but sometimes necessary when it comes to protection.
As an IFA, my job is to plan and make sure that my clients have the funds required when they need it (Education costs, Retirement...).
Funds can be invested offshore and grow tax free at source as a result of the client living outside his country.
I am happy to prepare some Free Financial Analysis of your situation upon request.
Haves
Offshore Investment, Medical and Health Insurance, Investment Property, UK Pension Transfer (QROPS)
Professional Experience
Jul 2011 - Present
Senior Consultant
Infinity Financial Solutions
Investment Management
Infinity Financial Solutions
Investment Management
Wealth management, savings, investments, insurances
Mar 2003 - Jul 2003
(0 years, 4 Months)
(0 years, 4 Months)
Risk Analyst
BNP Paribas
Banking
BNP Paribas
Banking
Analysis of loan requests and New Company Funding.
Business set up analysis and recommendation.
Business set up analysis and recommendation.
Aug 2003 - Jun 2005
(2 years)
(2 years)
Office Manager
PFG
Insurance
PFG
Insurance
Managing a branch office, increasing turnover and clients relationship
Jun 2005 - Feb 2006
(1 years)
(1 years)
Sales Representative
FICA
Mechanical or Industrial Engineering
FICA
Mechanical or Industrial Engineering
Selling Hydraulic and Pneumatic Products, Technical Plastics to local industries.
Jul 2007 - Jan 2010
(3 years)
(3 years)
Financial Planner
Global Wealth Management Ltd
Financial Services
Global Wealth Management Ltd
Financial Services
Feb 2010 - Jul 2011
(1 years, 5 Months)
(1 years, 5 Months)
Senior Consultant
Polaris Asset Management
Financial Services
Polaris Asset Management
Financial Services
Financial Planning for expatriates
Education
2000
Ecole de Gestion et de Commerce (High School)
Marketing, accounting, law
Marketing, accounting, law
More about Stephane Ragot
First Name
Stephane
Last Name
Ragot
Interests / Hobbies
financial investments, property, insurance
Specialities
Offshore Investment, Medical and Health Insurance, Investment Property, UK Pension Transfer (QROPS)
Recently in Shanghai
Recently in Chamber.com
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