I am a retirement planning specialist and do my best work with:
British Expats Aged 50+
Expat investors over age 50 who are thinking about retirement or want to make “work optional” in the next 5-10 years.
Diligent savers who have accumulated cash and/or investments of £500,000 or more. (Excluding real estate.)
People who value hiring an expert because they know their retirement is too important to manage it alone..
Your Retirement Assessment
I offer a 3-step process showing you how you can invest wisely, understand your retirement options and optimise your taxes.
Step 1: Schedule a 20 minute “discovery” call
A 20-minute phone call will give us both a chance to make sure your situation matches my expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!
Step 2: First full meeting
This is conducted virtually via Zoom Meeting (you don’t have to leave your home or office).
The goal of this meeting is to get perfectly clear on your priorities, concerns and unique financial situation.
Your answers will guide my analysis, which will result in plain-English feedback and recommendations.
Step 3: Assessment Results and Recommendations
With your Retirement Assessment complete, we will have another 1-hour meeting to review my findings and recommendations.
In plain English, I will explain exactly what you can do to improve your retirement plan, mitigate taxes, and optimize your investments.
Sleep on it!
At the end of this process, I will simply ask you to sleep on it.
If you decide that I am not a good fit, I will happily help you find another professional with the right expertise.
There is never a hard-sell or pressure to say “yes.”
Step #1: Schedule 20-Minute Phone Call
Still Have Questions? Keep Reading…
How are you different from other financial advisors?
There are three really important things about my practice that separates it from others:
1. All I do is retirement planning. I am a retirement specialist with a simple goal of making sure you don’t run out of money.
2. I limit the number of new clients I take on to deliver massive value and personalized service.
3. I only work with British expats.
How do you make money?
I work 100% on fee basis, i.e. commission-free.
My fees depend on your needs and complexity and are a transparent line item on every statement that you receive.
In the “offshore” arena, many financial advisors work on a commission basis, which may cause fees to be hidden or create conflicts. I do not believe that such a model is in your best interest.
I have one transparent fee which includes the management of all your investment accounts as well as ongoing retirement and tax planning. My goal is to help you lower your taxes, invest smarter, and create reliable income in retirement.
Most UK advisers are now unable to help EU based clients, due to Brexit. Can you help?
Yes, I can
Can you meet virtually and work with people in different countries?
My practice is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
Each virtual meeting is protected by a complex, unique password and I adhere to the strict security guidelines necessary to protect your privacy.