The Process

We are committed to giving you expert and dependable guidance to help you gain the best benefits across your finances.


Step By Step Engagement

  1. We’ll arrange a face to face meeting with you at one of our offices or at a convenient location for you.  If it is more convenient, we can also arrange an online meeting.
  2. You’ll meet with one of our fully trained specialist advisors to talk through how we can help you transfer you investments overseas when you migrate, safely and tax-efficiently.
  3. You'll then have the opportunity to engage us to analyse your entire financial position and prepare a report.
  4. We’ll create a plan that’s tailored to your individual circumstances, needs and aspirations.
  5. We’ll prepare a strategy to support the plan and schedule further meetings with you to explain, discuss and confirm details.
  6. When you’re happy and satisfied we’ll implement those recommendations.
  7. To ensure your pensions and investments continue to work hard for you, we’ll work with our advisors in your new country of residence to finalise implementation.
  8. We’ll keep you updated with any news that might affect your portfolio on a regular basis.

Get In Touch

Studio 3, Strand Studios,
150 Holywood Road, Belfast BT4 1NY

TEL +44 2896 206850

Level 1, 1205 Hay Street
West Perth WA 6005

TEL +61 8 6380 9200

Email communications are not secure and for this reason RM Capital Wealth Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent. The guidance provided within this website is subject to the UK regulatory regime. RM Capital Wealth Ltd is registered in Northern Ireland, Number NI652380. Registered Office: Studio 3, Strand Studios, 150 Holywood Road, Belfast BT4 1NY, United Kingdom. RM Capital Wealth Ltd is an appointed representative of Navigate Independent Financial Advisors LLP, which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to assist with individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit