Why Work Together?
Commission Free
No hidden fees. My transparent fee schedule makes it easy to understand exactly how I get paid.
Chartered Financial Planner
The Chartered Financial Planner designation is a sign that a financial adviser takes his craft seriously. Only a handful of advisers in the international marketplace hold it.
Experience
I have been advising British expats like yourself on their retirement planning for more than 20 years.
In my 20 years as an international financial adviser, I have worked with more than 80 expat families who are approaching or considering retirement.
I’ve helped them to understand their pensions and transfer or rearrange them if appropriate (I am a qualified pension transfer specialist), I’ve helped them create plans for passing on assets to their children in a tax-efficient manner and I’ve helped them answer the big question – “do I have enough to retire?”.
Retirement Planning Service
A fee-only financial advisor for expat professionals over age 50 planning for retirement. Services include:
☑️ Expat Retirement Planning
☑️ Cross-Border Wealth Management
☑️ Portfolio Rescue
☑️ Socially Responsible Investing
☑️ Estate Planning
☑️ International Tax Planning
