WHY: To help you evaluate the value of our services and make an informed decision about hiring our firm.
WHAT: A free retirement & pension assessment. We will show you how to improve your returns and reduce your investment fees before paying us a single penny.
WHO: British expats over age 50 who have accumulated investment & retirement assets of £500,000 or more.
No cost or obligation
We want you to know exactly how we can help before you pay us a single penny.
You will finish with answers to the your biggest questions about retirement.
The very first step is a 15-minute phone call with us.
OK. Let’s start by fixing a date and time for that call.
Not quite ready to schedule a call with us? That’s OK!
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