Global Financial Planning
Our aim is to maximise your migration wealth as you leave the UK and move around the world.
What We Do
We start by asking about and listening to your plans and challenges. We look at your finances now- including pensions and investments- and we consider where you want to go to in the future.
How do you feel about risk? What lifestyle are you looking for? Will you be working or retiring? Will you need to utilise funds to buy a home?
The Right Advice For Your Situation
Only when we thoroughly understand your specific needs will we give you the financial planning advice that will answer your requirements. And again, we’ll look at the complete picture, from ensuring you have the right life cover during your move to maximising opportunities for wealth creation in your new country of residence