I specialise in providing retirement planning and investment advice for international executives who:
1. Are close to retirement (usually within 5 years) or have already retired and are reviewing their options;
2. Are seeking objective advice in order to prepare for a comfortable retirement;
3. Want to delegate the complex financial planning tasks and focus their time on the things in life that matter most to them.
Does this sound like you? Then read on.
Why Work Together?
You wouldn’t expect your GP to perform knee surgery, would you?
Many financial advisers differentiate themselves by citing things like their qualifications, great service levels and fiduciary standards.
While all of the above are important, I believe these are just table stakes.
What makes my offer different is that I specialise in helping people in a similar position to you and have been doing so for more than 20 years.
This means that I know the specific questions to ask you and the strategies that you should consider in order to get the most out of your retirement.
The main client outcomes that I focus on are:
✅ Helping clients see whether they are on track to retire;
✅ Simplifying financial affairs by consolidating and integrating pensions and investments;
✅ Improving investment returns and/or reducing investment fees;
✅ Reducing tax liabilities – particularly Inheritance Tax and Capital Gains Tax;
✅ Understanding the implications of retiring outside the UK;
✅ Helping dual nationality couples to understand how to best structure their financial affairs.