Did you know?

66% of people are worried about saving enough for retirement.
And 1 in 2 retirees worries about running out of money before they die.

£59,000

Is the annual after-tax cost of a comfortable retirement in the UK.

30-40 Years

Is how long you need to plan for
if you’re retiring at 55-65.

£1.5 million

Is the capital you might need, if you have no other retirement income.

We can help you discover the numbers that matter to you.

Retire with confidence

You only get to retire once, so it’s important to avoid costly mistakes. Putting things in order, before you make the leap, will help you make sure your wealth lasts.

Our Process

A no-obligation initial meeting designed for mutual awareness

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Understanding your ideal future

Exploring how your wealth can best support you

Aligning your finances with the future you want

Continued support to keep things on-track

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.

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.

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

Aligning your finances with your future

Then we’ll evaluate how 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.

The best time to start planning for your future was yesterday – the second best time is today.

Let us know the best way to contact you below.