Xiomara Cruz

administrative assistant at Stellar Asset Management Limited

Xiomara Cruz's Professional Contact Details

Email (Verified)

****@stellar-am.com

Get Email Address

+44 20 3195 3500

Location

Miami, Florida, US

Company

Stellar Asset Management Limited

Person Seniority

entry

Xiomara Cruz's Current Company Details

Stellar Asset Management Limited

England, United Kingdom • 10 Employees

finance

Stellar Asset Management specialises in providing tax-efficient investment products and portfolios for advisers. Stellar takes a low-risk attitude to inheritance tax planning. Its products are asset-backed, easy to understand and built around long-established mainstream legislation. Core products include an expertly managed AIM IHT ISA portfolio, with optional insurance to mitigate market risk, and Stellar Succession â€“ a discretionary managed portfolio service that uses Business Relief to protect clients from IHT. Other areas of specialism include forestry and farmland, operating hotels, renewable energy, bridging finance and commercial/residential property development â€“ all delivered with the support of expert partners. Stellar was launched in 2007, and its staff all have extensive experience in tax -efficient investing. Stellar works with advisers of individuals and families and with trustees, helping them reduce their clients' tax burden legitimately and safely.

Founded Year

2007

Organization Website

stellar-am.com

Organization Languages

English

Organization Revenue

1400

Current Technologies

outlook

office 365

infusionsoft