Take our free retirement assessment so that you can confidently answer the BIG questions around retirement.
Why choose us?
We will talk to you in plain English without any unnecessary waffle or jargon.
2. Chartered Financial Planner
Planning for retirement is not something to be taken lightly; you only have one chance to get it right. We have 20 years’experience in helping British expats to confidently plan for their retirement.
Recent additions to our Learning Centre
Home country bias is a phenomenon that affects many expat investors. Left unchecked, it can have a seriously detrimental effect on your retirement plans.
You may be keen to start learning new skills and exploring the world. Alternatively, as an expat, you may have had enough exploring the world and may be keen to settle in one place. You may…
550,000 British Pensioners are currently adversely impacted by the government’s frozen state pension policy. However, the criteria regarding the specific countries in which it applies are somewhat arbitrary.
Have you been offered a Pension Increase Exchange? They are becoming increasingly common as companies struggle to reduce their liabilities to past employees. However, accepting a PIE offer may not be in your interests.
A death folder is a proven way for expats to organise their affairs so as to avoid exposing loved ones to unnecessary additional stress in the event of sudden death.
Marie Kondo preaches tidiness and simplicity. The same applies to investing. Too much clutter leads to inertia, lack of action and, all-to-often, mistakes.
Our Retirement Planning Services
We are a fee-only financial adviser for expats and international executives over age 50 who want to plan for retirement. Services include:
QROPS and SIPP Advice
Pension Analysis (Defined Benefit and Defined Contribution)
Retirement Income Planning
Cash Flow Modelling
Inheritance Tax Planning