Who I work with

I work with British expats who are approaching or thinking about retirement.

Why I’m different

I specialize in expat retirement planning

A lot of financial advisers try to be all things to all people – I don’t. My expertise is specifically in helping you to understand your pension options and make informed decisions regarding retirement.

I’m independent

I am not affiliated with any bank, investment firm or insurance company. This allows me to offer truly comprehensive advice without restriction or pressure to make certain recommendations.

My fees are clear and fair

I am “fee-only,” which means that I don’t sell products for commission and don’t receive any form of compensation from anyone other than you.

I am qualified

  • In the UK as a Chartered Financial Planner and Pension Transfer Specialist
  • In the EU as European Financial PlannerĀ®

I can work virtually

My physical presence is in Warsaw, Poland but I am able to provide you with a full range of services virtually.

Next Steps