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Who we are
We are a firm of qualified and experienced Independent Expat Financial Planning Advisers :
We help expatriates plan, implement and review financial plans.
We do not work for financial institutions nor do we work for financial services product providers.
We help you to understand your current financial situation and highlight any gaps that may exist - we also look to identify opportunities that may be present in your circumstances.
We ensure via regular reviews that objectives set remain on track to achieve the desired outcomes.
Our clients span a multitude of professions and nationalities and are located in many different global jurisdictions.
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
We fully utilise and embrace all forms of digital communications to maximise efficiencies and assist with the many time zones.
What to expect from us
Having completed our "Client Review" document we analyse the information provided.
Based upon your input, we design a personalised 'financial roadmap' - this may be specific to key areas of your choosing (insurances - pensions - investments) or may be a holistic plan that takes account of all of your financial planning objectives.
If there are pitfalls that exist in your current circumstances we will alert you to them.
We also highlight any opportunities that may be worthy of consideration in your particular circumstances when designing your financial planning strategies.
A financial planning relationship is no different to any other professional relationship - it requires two-way communications.
Together, and on a regular basis, we review the progress of your various plans and discuss any amendments or adjustments that may be necessary taking into account any changed personal circumstances, market events, taxation and risk tolerance issues.
Throughout the entire process, and continually whilst your objectives are being sought, we remain at hand to support and guide you.
Clients are offered a choice of either fee or commission based models - further details will be provided upon request or during the initial advice process.