Why Work With Me?
Specialist in expat retirement planning
A lot of financial advisers try to be all things to all people – I don’t. I focus on helping UK expatriate clients who are within 5 years of retirement and who want to know that their finances are in order.
Independent
I am not affiliated with any bank, investment firm or insurance company. This allows me to offer truly comprehensive advice without restriction or pressure to make certain recommendations.
Clear and fair fees
I am “fee-only,” which means that I don’t sell products for a commission and don’t receive any form of compensation from anyone other than you.
Qualified
- In the UK 🇬🇧 as a Chartered Financial Planner® and Pension Transfer Specialist®
- In the EU 🇪🇺 as European Financial Planner®
Work Virtually
I am able to meet expat clients virtually.
Next Steps
- Learn more about Who I Am
- Use my Free Resources
- Find out more about my Retirement MOT service
- Schedule a free, non-committal chat
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