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My situation was rather complex and the chosen partner made me feel confident and at ease by the time we finished.

I had a speedy response from the website and arranged a call back with the consultant on the same day. My queries were addressed within the first consultation. I can't rate highly enough the service and the consultant I spoke with.

So good to talk to someone with professional experience of expat issues without having to shop around to find someone first.

I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.

In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.

It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.

Seemed to work very smoothly, and I'm really happy to have got straight to someone who could help me

Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter

Excellent responsiveness from both site and chosen consultant. Initial consultation suggests they have experience with my specific, complicated situation - which has been difficult to find from my own research.

The advice was clear and tailored for my personal situation. I was very impressed at the level of detail. Your advisor is clearly very knowledgable. Although I have no immediate need for assistance, I will certainly reach out when the time comes. Many thanks once again.