Why Work With Me?
Specialist in expat pension planning
A lot of financial advisers try to be all things to all people – I don’t. I specialise in working with UK expats who have complex financial situations, e.g. non-domiciled spouse, legacy pensions, leaving or returning to the UK.
I am qualified in the UK as both a Chartered Financial Planner® and Pension Transfer Specialist®.
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.
- Learn more about me and my firm
- Use my Free Resources
- Find out more about my Pension MOT service
- Schedule a free, non-committal call to find out if I am a good match for your needs
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