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GIVING YOU

clarity, confidence and control

MY SERVICES

Retirement Readiness

Pension Review

Ensure your financial future is secure with my comprehensive pension review service. I will show you how to maximise your retirement savings and give you complete clarity on your pension options. This service covers UK, Irish and QROPS pensions.

Leaving/Returning to the UK

Leaving/Returning to the UK

Whether you are in the process of leaving the UK or are looking to return home, you are facing a period of transition and complexity. My service will help you structure your finances so that you avoid the pitfalls and make the most of the opportunities.

Cross-Border Wealth Management

Cross-Border Wealth Management

Managing finances across more than one jurisdiction is often complicated. My Cross-Border Wealth Management service aims to help you reduce complexity, as well as minimising taxes and improving your returns.

Support for UK IFAs

Support for UK IFAs

Do you have a client who is leaving the UK? Do you want to offer them a safe pair of hands while they are living overseas. With a UK background and extensive experience in expat financial planning, I can offer that support.

LET'S TALK

hello@rossnaylor.com

Real People with Real Results

>>> Fun Quiz: How Retirement Ready Are You? Click here to find out.

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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The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or, representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by AES to be reliable and AES has reasonable grounds to believe that all factual information herein is true as at the date of issue. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorised reproduction or transmitting of this material is strictly prohibited. AES accepts no responsibility for loss arising from the use of the information contained herein.

 

‘AES’ refers to the AES Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are AES Middle East Insurance Broker LLC registered with the UAE Ministry of Economy, United Arab Emirates, Licence no. 571368, and Commercial Registration no. 75162 and regulated by the UAE Central Bank license no. 189; AES Financial Services Limited, incorporated and registered in England and Wales with company number 06063185, authorised and regulated by the UK Financial Conduct Authority FRN: 464494; AES Financial Services (DIFC) Ltd, registered in the Dubai Financial Centre (DIFC) as a foreign company, license no.2128, and regulated by the Dubai Financial Services Authority (DFSA) Reference No F003476; AES International Limited, a private company incorporated and registered in the British Virgin Islands with company number 1839872; AES International Global Limited, a private company incorporated and registered in the British Virgin Islands with company number 1887885. Please visit our authorisations page for further information on regulation, redress and accessibility.

 

If you are outside the UK and we advise you or carry out other business, nearly all the rules, regulations and arrangements made under the UK regulatory regime (including the rules made by the FCA and the dispute resolution process provided by the UK Financial Ombudsman Service) will not apply to most aspects of the service you receive, such advice or business being provided from outside the UK. You should therefore clearly understand such rights and protection as are afforded in the jurisdiction where you receive advice. Local law, regulation and redress processes will apply in almost all cases, and will be different from that of the UK.

RISKS

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than the capital invested. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.

 

Ross Naylor © 2024. All rights reserved.

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