Our network of trusted independent financial advisors and wealth managers are fully qualified and licensed to provide you with high quality financial advice, however complex.
Our partners offer unparalleled levels of customer service which, combined with their experience in expat financial matters, will help ensure you make better financial decisions and grow your wealth to meet your financial goals.
Timely, professional and humane, from the emails to the phone call, could tell the organization runs on empathy and really has a heart to help people
Cynthia K.
Investments introduction in United Kingdom
My query was regarding transfer of a UK pension to Australia. The advice I received was really helpful and incredibly informative. I'm glad I reached out!
Liana S.
Pensions, QROPS transfer introduction in United Kingdom
Very speedy connection with expert, who was very helpful to answer and discuss my tax questions. Only didn't continue to work with him as we determined in consultation that, for my situation, a self-assessed tax return was not necessary. Would recommend the service!
Michael W.
Split Year Treatment introduction in United States
A quick response and very happy with the consultant that was recommended
Jill P.
Investment Advice introduction in United Arab Emirates
Response was quick and the advice given in 15 minutes was concise, understandable to a layman and useful. I also liked the fact there was no hard sell for follow up paid consultations. As much advice as possible was given in the time frame with a simple "get back to us" if you want to take it further in the future. Excellent service with no pressure to commit. As a result, when I do need to need their paid support, I'll have no hesitation.
Gary R.
UK Capital Gains Tax introduction in Singapore
Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter
Liz H.
Tax introduction in United Kingdom
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.
Patricia M.
Split year treatment, UK tax return introduction in Switzerland
Excellent service and follow up. Would definitely recommend
James P.
Spanish Tax Planning introduction in United Arab Emirates
