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.
The consultant was incredibly helpful, and even suggested some thoughts / ideas I had not considered - I will be using his services once I move.
Leighton A.
Australian Tax Matters introduction in United Kingdom
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.
Michael M.
UK Tax Matters introduction in China
I had a very rapid response from both experts for expats & the partner & the information I needed was in the initial email & didn’t need further inquiries. But I was very impressed by their rapidity, expertise in giving me the necessary information. I will get in touch again if need be & will definitely give their references to others in need of such expertise!
Ann B.
UK Tax Return introduction in France
My question was simple but handled incredibly efficiently - I would not have the slightest hesitation in using your services for any future issues.
Rebecca P.
UK CGT introduction in United States
Exceeded my expectations because of this I feel confident to use fee paying services. Thank you.
Matthew E.
Capital Gains Tax introduction in New Zealand
Excellent responses and consultant was honest enough to admit that I didn’t need to pay for ongoing support. He provided the advice needed.
Ian T.
Double Tax Relief introduction in China
Seemed to work very smoothly, and I'm really happy to have got straight to someone who could help me
Andrew E.
UK Capital Gains Tax introduction in Germany
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
