Expat Finances

I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.

My situation was rather complex and the chosen partner made me feel confident and at ease by the time we finished.

I would just like to thank you very much for putting me in touch with a specialist in your network. He was an enormous help to me and seemed to have a good understanding of my situation and was able to address my questions very adeptly and very quickly. I spoke with him last week and it was really helpful, as was his follow-up email.

I was really impressed with the whole service from start to finish. Many thanks indeed for making things happen, particular thanks to Laurence who really made us feel comfortable and gave us great advice. Additionally, he passed on contacts for us which we have been able to use and will continue to do so. Thank you to the whole team

Moving to a new country with all the different tax / pension rules can be daunting. Not only do I now understand our options but also that we are in a much better position for our retirement than we thought we were. A big relief. Thank you. 

Although my personal situation and circumstances are a bit complicated Alan was very professional and took the time to understand the various issues and concerns. He's come back with some things for me to consider after which I'll make some decisions about how to proceed.

Excellent service, well managed, timely and followed up to ensure being serviced. Very good experience.

Your advisor answered all my questions, clearly and to my satisfaction.