How do I know if I am a good fit for your services?
As cross-border investment and retirement planning experts, provide the greatest value to:
We only work with British expats. This is our speciality.
Expat life is great but it brings with it a whole range of uncertainties and challenges from a financial planning perspective – tax, legal, currency.
Most UK based financial advisers simply do not have the necessary expertise to address these challenges.
We have 20 years experience of helping our expat clients manage their pensions, invest wisely and plan their futures.
Our clients are typically senior executives who, when they are not working, want to maximise the time they spend with their families and indulging their hobbies.
They are generally aware of the importance of properly managing their finances. However, due to other commitments, they often find that they are unable to devote as much attention to their investments and financial plans as they would like.
We only work with clients who can actually benefit from working with a qualified financial adviser. As a result, the minimum portfolio size of a typical client is £200,000.
Looking for a trusted advisor
Our clients recognize that we are all experts in our respective professions and prefer to delegate tasks and responsibilities that take away from the truly important areas of their life.
They believe their future financial security (and that of their loved ones) is too important to be left to chance, and they understand the value of having expert guidance.
If this sounds like you, I would love to schedule a 15-minute discovery call.
This call is completely non-committal and free of charge.
It will give us an opportunity to discuss your needs and see if I can be of value to you
If at the end of the call, we find that I am not the right person to help you, I will happily point you to the right expert for your unique needs.
Please select a suitable time and date using the calendar below.