Specialist

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.

Qualified

I am qualified in the UK as both a Chartered Financial Planner® and Pension Transfer Specialist®.

Experienced

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.