• Services
    • Products & Services Overview As expat financial planners we provide products and services that cater to personal protection , wealth creation and wealth preservation.
    • Investments
      • Discretionary Fund Management Discretionary Fund Managers research , create , implement , monitor and re-align investment portfolio models for expat investors
      • City Financial City Financial are a well respected FCA regulated Discretionary Fund Manager with a proven track record in achieving attractive risk adjusted returns.
      • Fund Manager Video Updates Our investment fund manager videos provide detailed insight on how client portfolios are being handled
      • Market Indicator Market Indicator can be used by expats to learn how the major fund management groups perceive the equity markets going forward.
      • Momentum Harmony Portfolios Momentum are a well respected FCA regulated Discretionary Fund Manager with a proven track record in achieving attractive risk adjusted returns.
      • Offshore Portfolio Bonds Offshore Portfolio Bonds can be used as an effective platform for expatriates seeking to obtain a diversified set of investments with tax concessions.
      • Redev Malls ReDev apply cash flow generation models to their portfolio of Canadian Shopping Mall Plazas - producing enviable track records for armchair investors
      • Structured Products Structured Products offer "Defined Benefits" with "Defined Risks" and can be extremely useful in creating a diversified expat investment portfolio.
        • Structured Note Offers Structured Products offer "Defined Benefits" with "Defined Risks" - read the details of our latest offerings.
        • Structured Note Performance Understanding how structured note performance is measured and how safety barriers work is essential to client understanding.
      • TAM International TAM create bespoke discretionary managed portfolios for expatriate investors with a proven pedigree
      • Weekly Digest The Momentum Weekly Digest brings together a round up of market news and data in a concise and user friendly manner
      • Where Do I Start Easily understand how to start investing with our free e-book "Where Do I Start ?"
    • Insurances
      • Critical Illness Protection With a 1 in 3 chance of contracting a Critical Illness diagnosis it makes even more sense for expatriates to protect their financial well-being.
      • Illness & Disability Protection Suffering a long term illness or disability as an expat can be devastating - we help to protect the financial impact of such events.
      • Life Insurances Protecting loved ones and yourself as an expatriate requires specialist life cover - contact us now for more details.
    • Medical & Travel
    • Estate Planning
      • Estate Planning Effecting a Will is crucial to protect an Estate for the benefit of heirs - use our cost-effective online will drafting service
      • Intestacy Rules Dying without a valid Will means you will die Intestate - read why you need to avoid this situation
      • Online UK Will Draft Service Effect your UK Will today - use our online Will Drafting Service to save you, time, money and inconvenience
      • Expat Mortgages Finding the right expat mortgage is never easy - we have specialist brokers that cater specifically for our client needs - contact us for more information
    • Pensions & Savings
      • Expat Pensions Making the right expat pension and savings choices is vital if you are to achieve your goals and avoid pitfalls - contact us Now !!
      • Pay Days Left Do you know "How Many Pay Days" you have left before retirement ? Check here Now !!
      • Education Fees Planning Education fee planning requires discipline and structure - we helps expats achieve the grades for their loved ones.
      • Special Events Savings As an expat, there are many options for savings for a special event, contact us to learn of the best tax efficient methods available.
    • Business Insurances
      • Employee Benefits Providing expat employee benefit packages is one of our specialities - contact us now to find out how we can help.
      • Shareholder & Keyman Insurance Protection The death of a shareholder or keyperson is often sudden and dramatic. Consequences for the business and families can be devastating - insure now !!
  • Market Scope Connecting with us is simplicity itself - multi-jurisdictional phone lines - Skype - Line and of course email are all available.
  • News & Blogs Our Expat Financial Planning Blog pages are designed to deliver content that matters to you most in your expat life.
  • Contact Connecting with us is simplicity itself - multi-jurisdictional phone lines - Skype - Line and of course email are all available.
  • Ebook Our Free Investment Ebook wiill help you structure your investment path
  • Underwater Underwater photography has been a passion of mine since 2005.These images are just some of my favourites captured.