Helping you make informed decisions about your retirement
Our team specialises in helping British expats who are approaching retirement to understand their options, make educated decisions and avoid costly mistakes.
We are proud to have been working in partnership with AES International for 10 years and have been advising UK expatriates on their retirement planning for nearly two decades.
About AES International
With the founders having served in the British Army, AES initially focussed on helping veterans…
Bringing new levels of trust and service based upon the military values of Knowledge, Integrity and Teamwork.
But over time, we discovered more about a global financial services industry intent upon rewarding itself, not clients.
Banks, fund companies, asset managers, insurance companies and salespeople created and sold products designed to confuse.
Opaque, expensive, inflexible products – scientifically proven not to work.
Spotting an opportunity to help clients who didn’t know where to turn, we decided to challenge the status quo.
To transform this outdated industry and pioneer a better way.
The mission – to create ‘Positive Change’ for our clients and our profession…
Recognition and awards
We have won the most awards within the international financial advice marketplace, including Global Best Practice Adviser Firm, for good reason!
We employ many Chartered Financial Planners throughout our organisation, work with integrity, and demonstrate our professionalism via our ethical conduct, best business practices and consumer protection policies.
We take an evidence-based approach to investing our clients’ money passively, delivering peace of mind, security and ultimately higher returns than 97.8% of active global equity funds, all at a far lower cost.
We also believe in education first, so we share our expert knowledge freely and widely with uniquely informative blog posts, ebooks, slideshares, videos, content and social media marketing.