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About Us

Who we are

For advice about anything financial for expats, we are the people to talk to.

At all times you can be sure of sensible, unbiased advice, first class service and excellent back up. Our reputation is second to none and we are here to give you peace of mind and certainty in an uncertain world.

Here are some of the providers we recommend.

financial planning for  expats
best expat advice

Unbiased expert advice

You can be sure that the advice we give is totally independent because we’re not being tied to any one company.

Behind the glossy brochures that companies produce we can tell you the ones with the best reputations, who are secure and produce the best returns. Also we can tell you the ones to keep away from.

We realise that people have different aims and ambitions. The advice we give is tailored to suit your own individual needs.

Peace of mind

Outstanding service

At all times we promise excellent service.

Our staff have many years of experience and knowledge of dealing with expats financial needs. We are always on hand to quickly and accurately answer any questions that you might have.

You can be sure that you are dealing with a trustworthy and reputable company.

savings advice

Dependable backup

Once you have taken out a plan or investment our involvement doesn’t end there.

We are constantly monitoring your investments and will advise if any of them need to be changed. We will also keep you informed of new products as well as any changes to financial regulations.

Use our experience to get the best investment and insurance advice for your worldwide adventure

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Peace of mind

Client testimonials

This is what our clients are saying about us

“Over the last 5 years we have averaged nearly 9% return per year and that is after all charges. We are earning far, far more with you than our previous advisor.”

Paul Dutton

“The returns from the property investment have been excellent. We wouldn’t have known where to start without your help.”

John and Jean Roper

“We have been saving regularly every month for nearly 10 years and have now built ourselves a really good nest egg for our retirement.”

Jacques Lemond

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