Our network of trusted independent financial advisors and wealth managers are fully qualified and licensed to provide you with high quality financial advice, however complex.
Our partners offer unparalleled levels of customer service which, combined with their experience in expat financial matters, will help ensure you make better financial decisions and grow your wealth to meet your financial goals.
I learned a lot from the consultant, including very simple things like what inflation is! He explained things very clearly and did not mind explaining simple things. I feel very well informed about all my options after talking to him. Thank you
Rosanna K.
Investment Advice introduction in United States
The speed of response, the overall professionalism of the consultant and the ease with which business was conducted.
Philip H.
Pensions introduction in Georgia
I really appreciate what this website seeks to achieve as tax affairs are often complicated enough even without COVID complications. The consultant you provided was from a firm that Deloitte had also recommended which reinforced that they would be reliable and be able to provide a quality service.
Shanveer H.
UK Tax Matters introduction in United Kingdom
I was connected with a tax professional with expertise in the area I required quickly. The were very well informed and eased my concerns, providing a very high level of service
Erica S.
Statutory Residence Test introduction in United Kingdom
The consultant gave sound and relevant advice without trying to sell me services. His advice gave me the information and approach for my next step. He advised I try myself but made it clear he could help further if I needed it - and as precise and clear about the cost of using his services for the next step. Couldn't have been better.
Ivor M.
Double Tax Relief introduction in Portugal
Great service that connects you to people who can help to cut through complicated issues.
Sandy D.
Pensions introduction in United States
I would just like to thank you very much for putting me in touch with a specialist in your network. He was an enormous help to me and seemed to have a good understanding of my situation and was able to address my questions very adeptly and very quickly. I spoke with him last week and it was really helpful, as was his follow-up email.
Patricia M.
Split year treatment, UK tax return introduction in Switzerland
Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter
Liz H.
Tax introduction in United Kingdom
