British Expats Returning to the UK

Timely, professional and humane, from the emails to the phone call, could tell the organization runs on empathy and really has a heart to help people

Our consultant was very professional but listened. He then made an effort to speak in clear language and make easily understood recommendations.

At a time of some confusion, the expert pointed the way that helped me better understand the problem I was having, and the best approach to solve it.

I was positively surprised at how easy and honest the whole process was. There wasn't any pressure to pay for anything I didn't want to, or sign up for an ongoing relationship - just straightforward, honest advice. If only all advisory services were as smooth as this! 

The consultant is highly professional, informative, kind, while keeping the communication flow in a very friendly manner, which renders the consultation as a very pleasant talk.

Very speedy connection with expert, who was very helpful to answer and discuss my tax questions. Only didn't continue to work with him as we determined in consultation that, for my situation, a self-assessed tax return was not necessary. Would recommend the service!

The advisor was excellent in giving clear and useful advice. I have already recommended him to another friend who is an international teacher who is seeking to invest her money.

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.