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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.
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Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about…
Working Smart
We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
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Posted by Josh Maunder | Mar 24, 2025
Novia Global Review 2025: One of the Best UK SIPPs for Expats?
Interested in a Novia Global Review 2025? For expats seeking a cost-effective and flexible pension solution, the Novia Global UK SIPP remains one of the most competitive options available in…
Posted by Josh Maunder | Mar 17, 2025
QROPS in 2025: What Expats Need to Know
Looking for a QROPS in 2025? The UK Labour government’s 2024 Autumn Budget has brought significant changes to the pension transfer landscape, particularly affecting Qualifying Recognised Overseas Pension Schemes (QROPS).…
Posted by Josh Maunder | Jan 14, 2025
UK Pension Consolidation: Should I Merge My Pension Pots?
Many UK expats find themselves managing multiple pension pots after working for several employers before moving abroad. While having more than one pension might seem like a good thing, it…
Posted by Ryan Frost | Nov 07, 2024
Living Abroad: A Guide for American Expatriates
Have you ever dreamt of residing overseas? Like many Americans today, you may be interested in a life overseas. While a move abroad requires careful consideration, it can be a…
Posted by Josh Maunder | Sep 16, 2024
What Happens To My ISA Now that I Live Abroad?
What happens to my ISA now that I live abroad? For British expats, managing investments can be a complex process, especially when it comes to UK Individual Savings Accounts (ISAs).…
Posted by Josh Maunder | Sep 05, 2024
UK Pension Options for Expats: Why You Don’t Have to Settle for a 100% Lump Sum
Wondering about the UK Pension Options for Expats? If you’re a UK expat living overseas, you may have been told that your only option for accessing your UK pension is…
Posted by Josh Maunder | Aug 29, 2024
Is My UK Pension Big Enough to Retire Abroad?
For many, the opportunity to retire abroad is an enticing prospect. Whether it’s the allure of a warmer climate, stunning natural surroundings, or the potential financial benefits (such as lower…
Posted by Josh Maunder | Aug 19, 2024
How do I invest while living abroad?
Moving abroad opens up a number of exciting opportunities as well as some daunting financial challenges. One of these is how best to manage and grow your savings and investments.…
Posted by Josh Maunder | Aug 15, 2024
When is a good time to convert my pension from pounds to euros?
One of the most common questions my clients ask me is “when is a good time to convert my pension from pounds to euros?” If you made the move from…
Posted by Josh Maunder | Aug 12, 2024
How do the new UK pension allowances affect expats?
Wondering how the new UK Pension allowances affect expats? It was announced in the Spring Budget last year that the lifetime allowance (LTA) would be abolished. Great news for anyone…