Fee-based financial advice for British expats
I help British expats invest for retirement, so you can focus on living the life you want, without worrying about the future.
- Are you looking for clarity about how much is ‘enough’ to fund your future?
- Do you want your wealth to support your lifestyle and combat inflation, not just generate growth or income?
- Do you want to be certain, that the people you care about will 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.
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:
- British 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
Starting with your ideal life in mind
Investments, pensions & savings are just tools to build the life you want – the real purpose is bigger.
We’ll start by understanding your priorities today, your vision for the future, and the life you want.
Be it stepping away from a busy corporate job to slow down and focus on family, or having a bolthole in the sun and retiring on the golf course.
Building your life plan
Once we understand your vision, we’ll help you find clarity on how your wealth can best support this.
A detailed cashflow model, will help you visualise the future of your finances.
You’ll understand the choices you have, and we’ll help you to explore ‘what if’ scenarios, like retiring earlier, or spending more.
Aligning your finances with your future
Then we’ll evaluate if your existing financial arrangements and investments can best support your future.
If there are better alternatives, we’ll make sure you know, and provide detailed recommendations covering:
- Tax-efficient investment structures.
- Investment strategies tailored to you.
- A spending strategy aligned with your plan (for retirees).
- Opportunities to reduce cost, or improve performance, of existing assets.
What we don’t do
As stewards of your carefully built wealth, the things we don’t do, are as important as the things we do.
We dont:
• Invest in assets without multi-decade track records.
• Predict short-term market events or economic trends.
• Promise high returns without volatility (it’s impossible).
• Move in and out of the market based on temporary declines.
• Manage your investment portfolio without a clear financial plan.
• Gamble with your money by trying to pick “hot” investment ideas.
• Recommend investments with hidden commissions, penalties, or lock-ins.
Arrange your initial consultation today
Let us know the best way to contact you below.