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.
The consultant gave sound and relevant advice without trying to sell me services. His advice gave me the information and approach for my next step. He advised I try myself but made it clear he could help further if I needed it - and as precise and clear about the cost of using his services for the next step. Couldn't have been better.
Ivor M.
Double Tax Relief introduction in Portugal
Very good service, easy to use, straightforward, very generous appointment with excellent advice. Will certainly come back when time is right to take action.
Terrhi H.
Inheritance tax and estate planning introduction in United Kingdom
As an expat who has been living outside the UK for 30 years, it was reassuring to speak to a representative of your company who seemed to have his clients interest at heart, especially when the client has no expertise in finances and investment.
Phil. C.
Pensions introduction in France
Just got me to the right person in the quickest possible time with the minimum of fuss and great follow-up.
Nicholas Y.
Canadian Financial Advice introduction in United Kindom
I was shocked after years of traveling to come across such a professional organised group. There are no hard sells only professional advice, when I make my next move I will follow up with them.
Michael M.
Portuguese Non-Habitual Residence introduction in Singapore
I was connected with a tax professional with expertise in the area I required quickly. The were very well informed and eased my concerns, providing a very high level of service
Erica S.
Statutory Residence Test introduction in United Kingdom
Great service that connects you to people who can help to cut through complicated issues.
Sandy D.
Pensions introduction in United States
Contacted quickly by a Spanish tax expert who could answer our initial questions and set out the way forward in detail with fees clearly explained.
Paul J.
Spanish Tax Planning introduction in United Kingdom
