How do I know if I am a good fit for your services?
We are retirement planning experts and provide the greatest value to:
British expats over age 50 who are approaching retirement or want to know they have the ability to retire one day
Our clients are senior executives who, when they are not working, want to maximise the time they spend with their families and indulging their hobbies.
However, they also want to make sense of all of their assets and understand how they can ultimately be used to provide a sustainable income in retirement.
While our clients wouldn’t necessarily consider themselves to be “rich”, thanks to diligent saving they have accumulated a nest egg of at least £500,000 (comprising pensions, investments and cash).
Looking for a trusted advisor
Our clients recognize that we are all experts in our respective professions and prefer to delegate tasks and responsibilities that take away from the truly important areas of their life.
They believe that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.
If this sounds like you, we would love to speak with you.
If this doesn’t quite sound like you, don’t worry – there are still ways we can help. We’ve worked hard to ensure we provide a wide range of alternatives so that everyone has the opportunity to gain financial insight and confidence. We have very intentionally limited the number of clients that our team serves so that each client gets the personalized attention they need. You can also subscribe to our newsletter via the box below to receive free financial articles, advice and guidance.