Want To Know More About About Us
Deciding how best to invest your money can be daunting. With so many options available and so many uncertainties, how do you choose what’s right for you?
Our job is to eliminate as much of that uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.
The UK Expat Pension Review process is designed with that in mind. It creates a framework for us to discuss your needs and expectations, to assess and agree your attitude to risk and then to build and manage an investment portfolio to match.
By working through a series of logical steps, you will gain a better understanding of the reasoning behind our recommendations and confidence in the resulting choice of investments.
I have been advising clients on Mortgage Financing for 15 years and have been involved in wealth management for the last 7 years helping my clients to acquire, manage and protect their wealth using various financial strategies.
As you have gathered by the name of my website i specialize in helping my clients plan for their retirement and mainly help them with transferring their UK based pension plans overseas into Recognized Overseas Pension’s and Self Invested Personal Pensions. Both of these investment vehicles allow clients to have more control over their investments and take a more hands on role.
Alongside the above i also help clients arrange mortgage financing, protecting their wealth with life insurance plans and also helping them choose the correct investment funds to put in their ROP’s and SIPP’s investment plans.