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 £250,000 (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.
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.
