Articles by David Naughton

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Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.

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Posted by David Naughton | Apr 28, 2020

Investing in a crisis

Investing in a crisis Although there has been much talk about a global pandemic in recent years, the question is no longer “What if?”, but “Now what?” The past few

july 2019 market update harrison brook

Posted by David Naughton | Apr 29, 2019

What is the Pension Protection Fund (PPF)?

A Brief History of the Pension Protection Fund The Pension Protection Fund (PPF) was founded as part of the Pensions Act in 2004 and officially ‘opened’ in 2005. It is

Closed book bonds

Posted by David Naughton | Dec 11, 2018

‘Closed Book’ Insurance & Investment Bonds

‘Closed Book’ bonds, what are they? Quite simply, they are Insurance & Investment policies that are now closed to new business and are no longer sold. However, they still remain

Deutsche Lufthansa pension

Posted by David Naughton | Apr 30, 2018

Deutsche Lufthansa Pension

Europe has some of the worst-funded pension schemes in the world and among them are several airlines and aerospace companies. In a recent study that looked at over 9,000 global


Posted by David Naughton | Apr 11, 2018

Brexit Winners & Losers – Brexit Frankfurt

Brexit Frankfurt With a little less than a year to go before the UK formally leaves the EU, it is still very difficult to predict with any certainty, what Brexit

clerical medical bond

Posted by David Naughton | Dec 12, 2017

Do you hold a Clerical Medical Bond?

Clerical Medical International offshore Bonds Many investors own an International Offshore investment Bond and a number of the original providers of those Bonds have subsequently sold their ‘book’ of clients

Financial Advisor in Luxembourg

Posted by David Naughton | Nov 09, 2017

Expat Financial Advisor Luxembourg

Financial Advisor in Luxembourg Just as there are many reasons why expats choose to live and work in Luxembourg, there are many reasons for seeking financial advice. It is also

guernsey QROPS. Financial advice for expats

Posted by David Naughton | Nov 02, 2017

Is my Guernsey QROPS secure?

Guernsey QROPS Did you transfer to a Guernsey QROPS? Are you aware of the changes to legislation? Read on to find out how you may have been impacted. For many

Should I transfer to a QROPS

Posted by David Naughton | Aug 16, 2017

Should I transfer to a QROPS?

Should I transfer to a QROPS? When you’re an expat, finances can (and invariably do) get complicated. In today’s article, we’re going to identify when expats should be considering a

global super commuters

Posted by David Naughton | May 30, 2017

Global super commuters vs traditional expats

Are you a global commuter or simply someone with feet in two countries? Changes in the expat work market The traditional image of an expat as someone who has moved

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