We offer independent investment advice for expatriates and internationals, i.e. everyone living outside their home country. We know that living away from your home country can mean you have specific and unique needs to manage your financial lives. We also know that making the wrong decision can be very expensive. That is why we have tailored solutions wherever you come from.
US Citizens and US-connected individuals and couples with complex international tax regulations and investment restrictions it is vital that you speak with a professional that understands how to ensure you are optimising your investments and that they are compliant with all the US requirements. We have extensive experience working with Americans.
British Citizens- The situation for UK citizens is increasingly complex with issues such as Brexit, Pension rule changes, and residency tax rules being tested, meaning it is more important than ever to get the best independent advice.
Australians, South Africans, New Zealanders or indeed wherever you are from, there are country specific issues that mean you need to be speaking with a team of professionals that know the complex web of regulations, taxes, investments and retirement structures to help you get the most out of your time living in Europe, whether it be permanent or just for a few years. We have expertise dealing with internationals from many markets.
Our service is comprehensive- that means we look at your total life situation and focus on your goals.
Our service is independent- our investment license is as an independent investment adviser. This means we look at the options across the market to determine what is best for you. Importantly it also means we have no affiliation with any fund or investment institution and will not accept commissions from any firm. Our commitment is to our clients. You will never be asked to lock into long term investment structures or be saddled with potential exit fees. Our clients call our service a breath of fresh air and the solution they wish they had years ago.