Help, Advice and Events
It’s good... a good experience - I got just what I was looking for and needed/wanted
Richard T.
UK Tax Matters introduction in United Arab Emirates
I was shocked after years of traveling to come across such a professional organised group. There are no hard sells only professional advice, when I make my next move I will follow up with them.
Michael M.
Portuguese Non-Habitual Residence introduction in Singapore
Although my personal situation and circumstances are a bit complicated Alan was very professional and took the time to understand the various issues and concerns. He's come back with some things for me to consider after which I'll make some decisions about how to proceed.
Gordon. H
Pensions, SIPP introduction in Canada
I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.
In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.
It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.
Joanne E.
Pensions introduction in United States
Very good service, easy to use, straightforward, very generous appointment with excellent advice. Will certainly come back when time is right to take action.
Terrhi H.
Inheritance tax and estate planning introduction in United Kingdom
I was impressed with the speed of service and the warm and friendly nature with which it was delivered. I will probably need paid advice in the near future depending upon circumstances
Peter J.
UK Tax Matters introduction in United Kingdom
All I can say is, so far so good, still much to do to transfer my pensions, but everything is going OK. The consultant has been very helpful and professional
David M.
Pension Transfer introduction in Thailand
I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service.
Helen C.
Pension transfer introduction in United States
