• Menu
  • Skip to primary navigation
  • Skip to main content
  • Skip to footer

Retirement Planning for UK Expats

In Partnership with AES International

  • HOME
  • ABOUT US
    • WHO WE SERVE
    • OUR PROCESS
    • YOUR QUESTIONS ANSWERED
  • ARTICLES
  • START HERE
  • HOME
  • ABOUT US
    • WHO WE SERVE
    • OUR PROCESS
    • YOUR QUESTIONS ANSWERED
  • ARTICLES
  • START HERE

WHO WE SERVE

When your mind is 100% focussed on your work and family, it is easy to skip reviewing your retirement plan.

British expats who are approaching retirement

We specialise in advising UK expatriates who are close to retirement (typically 5 years or less). This allows us to tailor our service and expertise to their unique needs.

Busy professionals

Many of our clients are busy professionals who, when they are not working, want to maximise the time they spend with their families and indulging their hobbies.

However, they also want to make sense of all of their assets and understand how they can be used to replace their monthly paycheck in retirement.

Diligent savers

While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving they have accumulated a retirement nest egg of at least £500,000 (comprising pensions, investments and cash).

Looking for a trusted advisor

Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.

If this sounds like you, we would love to speak with you.

CLICK HERE TO GET STARTED

If you don’t quite meet these criteria, don’t worry – there are still ways we can help. We’ve worked hard to ensure we provide a wide range of alternatives so that everyone has the opportunity to gain financial insight and confidence. We have very intentionally limited the number of clients that our team serves so that each client gets the personalized attention they need. A great alternative step is for you to visit the Personal Finance Society “Find an Adviser” site. Here you will be able to find a UK qualified professional near you who fits your needs more appropriately. You can also subscribe to our newsletter via the box below to receive free financial articles, advice and guidance.

GET OUR MONTHLY NEWSLETTER DIRECTLY TO YOUR INBOX
Subscribe to receive articles, advice and guidance on retirement planning for expats

Footer

Our Head Office

AES International, Elysium Gate, 126-128 New King’s Rd, Fulham, London SW6 4LZ, United Kingdom

FCA Reference number: 464494

Search our Site

Site Navigation

  • HOME
  • ABOUT US
    • WHO WE SERVE
    • OUR PROCESS
    • YOUR QUESTIONS ANSWERED
  • ARTICLES
  • START HERE

Site Footer

Legal & Disclaimer

 

Copyright 2019