Edward Roebuck
Chartered MCSI

Fee-Based Financial Advice for Expats

I help international expats invest for retirement, so you can focus on living the life you want, without worrying about the future.

  • Do you know how much is “enough” to live the life you want?
  • Is your wealth structured to support your lifestyle and combat inflation, not just generate growth or income?
  • Will the people you care about always be financially ok, no matter what?

If you’re looking for expat financial advice to secure your future today, I can help you answer the important questions about life and money.

Edward Roebuck is a chartered financial adviser, qualified through the UK's Chartered Institute for Securities & Investment.
Click here to arrange your consultation today.
Helping international expats in Asia, Europe & the Middle East.

Expat Financial Planning

We specialise in helping international expats. So we understand you’re often on the move, and you need flexible solutions for building wealth, that travel as easily as you do.

It starts with your life and ends with your investments, not the other way around.

It's common for expats to think financial adviser is focused on products. But to find the solution for you, it needs to focus on you first.

Investments, pensions & savings are just tools to build the life you want.

We’ll make sure your investments can build the future you want.

Many expats I speak to have a collection of bank accounts, investments, pensions, offshore bonds, properties etc. But no coordinated plan to use these to fund the future you want. Financial planning can tie these together.

We’ll help you understand how to maximise your current arrangements, and if there’s better alternatives.

Then we’ll help you keep things on track.

Financial advice is not a one-off process, it needs to be ongoing to make sure as your life changes, you still have the right things in place.

Whenever you have a major financial decision to make, we’ll make sure you get the expert guidance you need.

We offer financial advice to expat clients around the world. We're best positioned to help those in Europe, the Middle East, Asia and South America.

Helping expats invest around the world

As a digital first service, we work with clients in Europe, the Middle East, Asia and South America. Our services are tailored to:

  • International expats looking to retire within the next 20 years.
  • Recent retirees who want to make sure things are in the right place.
  • Expats looking for ongoing professional advice, to manage your investments.

Time to get your financial future on-track?

Arrange your initial consultation today.

We can also help you with:

Switch Your Investments to Us

Do you have an existing investment portfolio, offshore bonds, SIPP or QROPS that in't being proactively managed to achieve your goals? A second opinion can help you identify issues with your investments and the actions you need to take today.

Do you have an existing investment portfolio which isn’t behaving like it should?

Life Insurance
for Expats

Did you know life insurance from your home country might not cover you once you move overseas? And if you buy a local policy, you might have the same issues if you move again! Expat life insurance can help, with solutions tailored to you.

Are you looking to make sure the people you care about, will always be financially secure?

Retirement Planning
for Expats

Retirement is the biggest financial decision of your life. It's important to know your assets are structured to support you for the long-term and sufficient for your plans.

Do you need clarity that your pensions and investments can support the retirement you dream of?

Cross Border
Wealth Management

It's common for investment products from one country, to have tax issues in another. Things like ISAs, pensions, offshore bonds, assurance vie plans, and life insurance, all need careful consideration.

Are you looking for tax-efficient investments that travel as easily as you do?

Financial planning, using cashflow modelling, can help you visualise how your assets can be used to support the retirement you want.

Are you retirement ready?

Are you approaching retirement and confused about whether you need to keep working, or if you already have enough?

Do you want to understand if you can afford step away from a busy high-paid job, and to slow down and focus on the things that really matter?

A personal financial plan, considering your wealth and the retirement you want, can give you the clarity you’re looking for.

Find out more

Arrange your initial consultation today

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