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.

  • Is your wealth structured to support your lifestyle and combat inflation, not just generate growth or income?
  • Do you know how much is “enough” to live the life you want?
  • 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.

What we do

We specialise in helping international expats invest. 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 international expats invest

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.

Our Process

01

A no-obligation initial meeting designed for mutual awareness

02

Understanding your ideal future

03

Exploring how your wealth can best support you

04

Aligning your finances with the future you want

05

Continued support to keep things on-track

Time to get your financial future on-track?

Arrange your initial consultation today.

Switch Your Existing 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?

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?

Offshore Investment
Accounts

Offshore investment accounts can help expats access a wide range of investments in a safe and well regulated, tax neutral environment.

Are you looking for a low-cost, tax friendly, and well regulated place to invest as an expat?

UK Pension Transfers & Consolidation

Having pension spread around the globe can make managing your affairs complex. But consolidating these into one place, you can have a coordinated investment strategy to support your retirement.

Do you have a numbers of UK pensions that you want to consolidate in one place?

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?

Arrange your initial consultation today

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