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I learned a lot from the consultant, including very simple things like what inflation is! He explained things very clearly and did not mind explaining simple things. I feel very well informed about all my options after talking to him. Thank you
Rosanna K.
Investment Advice introduction in United States
Very impressed by speed of response and the quality of the advice given. I will use the consultant's services in the future without a doubt.
Ian W.
Statutory Residence Test introduction in Spain
A quick response and very happy with the consultant that was recommended
Jill P.
Investment Advice introduction in United Arab Emirates
Great service that connects you to people who can help to cut through complicated issues.
Sandy D.
Pensions introduction in United States
The consultant who contacted me was extremely helpful and went out of her way to get advice from someone else to answer my particular question.
Elizabeth S.
Pensions, QROPS introduction in United Kingdom
I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service.
Helen C.
Pension transfer introduction in United States
A very knowledgeable consultant gave me a thorough explanation of the issues involved, which was extremely helpful.
Warren B.
UK/US Tax introduction in United Kingdom
The consultant was incredibly helpful, and even suggested some thoughts / ideas I had not considered - I will be using his services once I move.
Leighton A.
Australian Tax Matters introduction in United Kingdom