Cross-Border
Financial Advice

We live in a globally connected world and many professionals will now work in multiple countries across the course of their careers. This can create a challenging landscape for financial management because each jurisdiction has its own unique rules, regulations and tax legislation. 

We are uniquely positioned to provide advice where others are simply not comfortable – or not qualified – to do so. Our leadership team has first-hand knowledge of advising internationally from their own 20+ years of experience living and working across four continents. 

Cross-border professionals often accumulate retirement assets that are simply left behind when they move countries.

We can help locate these assets, and improve them. We’re proud to be trusted by clients all over the world to deliver their long-term financial security, no matter how complex their affairs.

(Please note that these are niche products with potentially complex risks, and subject to their own regulatory regimes rather than being regulated by the UK’s FCA.)

If you’d like to speak to an independent expert adviser about cross-border financial or retirement planning, get in touch today.

Our areas of expertise include:

  • International GIAs
  • French Assurance Vie
  • US Compliant investments for US-connected
    persons living in the UK.
  • Various international pensions plans
    • Bermuda occupational pension plans
    • Guernsey 40(ee) registered pension plans
    • 401(k), IRA, Roth IRA plus other US retirement plans.
    • QROPS / ROPS / QNUPS

Retirement
Planning

Our
Process

Investment
Management

Tax-efficient
Investing

Contact Us

If you’d like to discuss your specific needs and ambitions and find the right advice for you, complete the contact us form and we’ll be in touch shortly.

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