We are a firm of Independent Expat Financial Planning Advisers that help expatriates plan , schedule and organise their financial lives. We cater to clients of varying professions and nationalities in addition to small and medium sized companies.
Our clients are globally based and operate in many differing jurisdictions.
As such we offer and embrace all forms of digital communications to maximise efficiencies and assist with the many time zones.
What we do as expat financial planning advisors
With 30+ years experience directly related to the financial services industry we have always adhered to the principles, ethics and regulations of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) - such credentials are rarely found in the offshore financial planning market space.
We do not work for financial institutions nor do we work for financial services product providers.
As independent expat financial planning advisers we are well-placed to offer you a truly independent advice service encompassing a range of expat related financial planning issues that matter to you and your loved ones.
We help you to understand your current financial situation by highlighting any gaps that may exist whilst looking to identify opportunities that may be present in your circumstances.
Our expat financial planning processes are holistic in nature and designed to keep you on track to achieve your financial planning goals.
As a GDPR compliant firm we also take your privacy very seriously - if you would like to read our privacy statement please click here