EXPATRIATE FINANCIAL PLANNING & WEALTH MANAGEMENT
We are financial advisers who specialise in wealth accumulation and retirement management for the international and expatriate market. Our fee package is 100% bespoke and the most competitive in the offshore marketplace. We also offer a full holistic financial planning service encompassing protection, insurance, succession planning and currency management.
WHAT MAKES US DIFFERENT
- The quality of our advice.
- Our successful, resilient and long-standing relationships with our clients
- Our administration and high service standards.
- Our determination to provide the most suitable solutions.
- Our adaptability and flexibility with costs.
HEAR FROM OUR EXISTING CLIENTS
I have been with Chris for 12 years now. I can highly recommend him for the service provided, and the performance of my savings has been excellent.
Chris has been my Financial Advisor since 2016 and has continually provided a well-informed, friendly and professional service throughout. In fact, Chris has occasionally provided his service free of charge to ensure the transactions in question could be successfully completed. Initially, I joined Chris’s service on a temporary basis and pleased to say, I have since changed my mind and expect to become one of his clients for many successful years to come.
I transferred my pension using Chris and Maxi’s expertise in this area. My existing scheme in the UK made it very difficult for me to take control of my own retirement savings. Chris and Maxi showed great determination, perseverance and care, in finally delivering my chosen result.
Having used Chris and Maxi to consolidate and transfer my pensions under specific deadlines, I can’t recommend them enough for the timely delivery and successful implementation of my new pension. The performance of the funds chosen in my portfolio has also been fantastic even through the COVID 19 Pandemic.
I was using a UK Adviser and asked Chris to look at my portfolio. He reduced my costs and increased my performance through his recommendations. I am very happy with the move I made.