Insurance for British Expats

After dealing with PwC for many years, it was refreshing to deal with a person that sounded like he actually cared...

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.

What is so good about the advisor you pointed to is that he has extensive knowledge of both France and the UK, so he understands the financial set-up in both countries. I also liked him immediately when we met on Zoom for the first time. He grasped my situation and my priorities very quickly. If I have any reservation it is that he didn't always acknowledge and respond to my emails, but I do know that this is a crazy time for advisors with the Brexit deadline.

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

The consultant who contacted me was extremely helpful and went out of her way to get advice from someone else to answer my particular question.

I found the expert I was looking for and received excellent service.

The whole process has been conducted in a timely and professional manner. We feel that our recent issues with our taxes in Spain are being addressed and we are currently feeling optimistic of a satisfactory outcome.

The speed of response, the overall professionalism of the consultant and the ease with which business was conducted.