
GIVING YOU
clarity, confidence and control
MY SERVICES
Expat Pension Advice
Independent pension advice for British expats in or approaching retirement. Get clear on your where you stand – because your location shouldn’t limit your retirement options.
Returning to the UK
If you’re thinking about returning to the UK, now is the time to plan. The right decisions today can save you thousands in tax and make the entire process easier.
Cross-Border Financial Advice
Managing finances across more than one jurisdiction is often complicated. My Cross-Border Financial Advice service aims to help you reduce complexity, as well as minimising taxes and improving your returns.
Retiring Abroad
Leaving the UK isn’t just about relocation, it’s a financial reset. I can help you retire overseas with confidence, clarity, and a personalised financial plan, so you can protect your wealth, avoid costly tax mistakes, and enjoy your next chapter stress-free.
Real People with Real Results





WHY WORK WITH ME?
Specialist
A lot of financial advisers try to be all things to all people – I don’t. I specialise in cross-border financial planning for executives who are approaching retirement.
Qualified
I am qualified in both the UK (Chartered Financial Planner® and Pension Transfer Specialist®) and EU (European Financial Planner®) .
Experienced
I have been advising UK expats for 22 years. I understand the pitfalls and the opportunities that you face.
Clear and fair fees
I work on a “fee-only” basis. This means that I don’t sell products for a commission and don’t receive any form of compensation from anyone other than you.
I work virtually
Thanks to my use of best-in-class systems and software I am able to provide a full suite of services to you irrespective of where in the world you are located. I provide financial advice to British Expats wherever you are based.
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