What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Our team regularly puts together blog posts about the current market situation or relevant topics.
We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.
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“To transfer, or not to transfer?” That is the question. A question that many expats have wrestled with in the past and many more are and will wrestle with in…
Cyprus QROPS SIPP If you have chosen to retire in Cyprus, your pensions can be the key to financial security in retirement. With Brexit looming and more options than ever,…
With Brexit uncertainty and a range of options available, Final Salary Pensions can be a source of concern and confusion. For expats, however, there are opportunities on offer. Final Salary…
Many UK expats are unaware that their estate could be liable to UK Inheritance Tax (IHT). Over many years of dealing with expats it comes a massive shock that the…
Ever wondered why is my QROP expensive? You won’t be the first or last expat to ask Harrison Brook why is my QROP expensive? If you want to reduce costs…
Expat relocation Financial Advice Moving abroad is hugely exciting, which is probably why around one in 10 Britons now live overseas. The downside is that it comes with a whole…
A recent article published in The Olive Press, Spain’s premier expat newspaper, has revealed that British expats are facing unmatched financial stress in the wake of this summer’s historic Brexit…
Although taking out car or health insurance may be law in the country you’ve moved to, this might not be the case with expat life insurance. However, its importance should…
The recent changes to the legal rules on entry and stay of foreign nationals in Portugal have introduced, among other changes, a mechanism that allows foreign nationals to obtain a…
There is much uncertainty for British expats in Spain. Many expats invest their hard earned money for growth and or income, but what about the tax that needs to be paid?…
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