GIVING YOU

clarity, confidence and control

MY SERVICES

Retirement Readiness

Retirement Readiness

Are you ready for retirement? Do you have your financial ducks in a row? My Retirement Readiness service is designed to help you achieve financial stability and peace of mind as you make the transition.

Leaving/Returning to the UK

Leaving/Returning to the UK

Whether you are in the process of leaving the UK or are looking to return home, you are facing a period of transition and complexity. My service will help you structure your finances so that you avoid the pitfalls and make the most of the opportunities.

Cross-Border Wealth Management

Cross-Border Wealth Management

Managing finances across more than one jurisdiction is often complicated. My Cross-Border Wealth Management service aims to help you reduce complexity, as well as minimising taxes and improving your returns.

Support for UK IFAs

Support for UK IFAs

Do you have a client who is leaving the UK? Do you want to offer them a safe pair of hands while they are living overseas. With a UK background and extensive experience in expat financial planning, I can offer that support.

LET'S TALK

hello@rossnaylor.com

WHY WORK WITH ME?

Specialist

A lot of financial advisers try to be all things to all people – I don’t. I specialise in cross-border financial planning for executives who are approaching retirement.

Qualified

I am qualified in both the UK  (Chartered Financial Planner® and Pension Transfer Specialist®) and EU (European Financial Planner®) .

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.

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