I have been a financial adviser for my entire working career (26 years).
20 years ago, I started my expat journey. The initial plan was to stay overseas for 2-3 years and then return to the UK.
That plan obviously changed 😀
Professionally, I am qualified in the UK (Chartered Financial Planner & Pension Transfer Specialist) and European Union (European Financial Planner ®).
I specialise in advising UK expatriate clients with a particular focus retirement planning.
Based on the Gallup/Clifton Strengthfinder test, my top 3 strengths are:
- Learner – desire to learn/continuously improve;
- Restorative – adept at dealing with problems. Good at figuring out what is wrong and resolving it;
- Empathy – can sense other people’s feelings by imagining myself in their lives/situations.
But enough about me.
I’d like to learn more about you.
If you are interested in seeing if we would be a good fit, please contact me.