I WILL HELP YOU TO
bring order to your financial life
Why work with me?
A lot of financial advisers try to be all things to all people – I don’t. I specialise in working with British expats who are over age 50 and who want to bring order to their finances.
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. I provide financial advice to British Expats wherever you are based.
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