Take our free retirement health check 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 Knowledge Centre
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.
As well as COVID-19 itself, we also need to avoid falling for coronavirus related scams. In this post, we outline 9 tips that you can use to protect yourself.
What Is Rebalancing? Rebalancing is the process where the weightings of the investments within a portfolio are reset back to their original levels. It involves periodically buying or selling assets within a portfolio in order to…
One of the biggest threats to a well thought out expat retirement plan is losing your job before you are ready to retire. Here is how to plan accordingly should it happen to you.
Too many expats simply write off their State Pension entitlement. That is a mistake. This guide will help make sure that you take full advantage of the UK State Pension.
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