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 your situation.
Our partners are chosen because they offer exceptional levels of customer service which, combined with their wealth of experience in expat financial matters, will help ensure you make the best financial decisions and grow your wealth to meet your financial goals.
I've been impressed by all aspects of my dealings to date. The clarity of the information given, the job knowledge of the consultant and the lack of pressure for me to sign up to anything have been what I am especially satisified with.
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.
As an expat who has been living outside the UK for 30 years, it was reassuring to speak to a representative of your company who seemed to have his clients interest at heart, especially when the client has no expertise in finances and investment.
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 with the rest of my retirement planning as part of my portfolio.
