Helping expats globally understand their pensions and investments Why you?
Most expats nearly always have one or more of the following challenges or questions
▶ How can I plan for my future when I don’t know how long I will be in my current location?
▶ What savings and investment options are available to me locally and internationally?
▶ What income should I receive from my pensions and at what age can I finish work?
▶ How do I maximise my future retirement income?
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How can I make sure my family receives as much as possible if something were to happen?
▶ I don’t have time and don't know where to start to put together a financial planning strategy
If you have some of the above questions, I can help. People living and working overseas come to me if they need help to achieve their financial goals, such as retiring early or in a more flexible manner, building and preserving their existing assets, saving for a specific purpose or simply making the most of their overseas income and benefits. Together we do this by first discussing remotely your goals and objectives and then putting together a success strategy, tailored for your circumstances. To find out how we do this contact me for a chat, either here on LinkedIn or
email [email protected]
I advise on the following areas;
▶ Global investment advice and wealth management
▶ Retirement planning analysis and ongoing contributions
▶ UK Trusts, succession and Inheritance tax planning
▶ Life and medical insurance
▶ Financial goal setting, cash flow analysis & budgeting
With over 19 years of experience advising clients remotely all over the world, and having helped 100's of expats to take control of their planning, most people can benefit from a conversation about their planning and take something away they can action and use to improve their circumstances. I am a fully qualified professional financial advisor, registered with both the Chartered Institute of Insurance UK (CII) & Chartered Institute for Securities and Investment (CISI)
I’m a career professional, winning 13 awards in the process and have studied everything I can, passing 27 professional exams in financial planning after my degree. I have written and published 2 books on the subject and also have a weekly market update podcast and publication. Together, we can take control of your own future goals, to help give you more freedom to focus on your career and spend more time with your family, safe in the knowledge your financial planning is taken care of. To have an initial chat, feel free to contact me either here on LinkedIn or by
email [email protected]
