expat financial adviser
expat financial adviser

Why Work With Me?

Financial Adviser in Poland

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.

Warsaw Financial Adviser

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.

Warsaw Financial Adviser

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 ­čçČ­čçž as a Chartered Financial Planner┬« and Pension Transfer Specialist┬«
  • In the EU ­č笭čç║ as European Financial Planner┬«

Work Virtually

I am able to meet expat clients virtually.

Next Steps