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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Are you currently in receipt of a General Electric Co pension plan? Are you aware of the current problems and why are they a concern? What options are available to…
Many expatriates that have now moved abroad to start either a new life or simply just retire are considering their investments or assets within the UK. With the focus on…
Individual Retirement Account for American Expats living Offshore Are you among the many American expatriates that have left to retire abroad? What do you do with your pensions funds that…
Applying for an NT (Nil Tax) code? If you’re a British national living outside of the Uk, looking to drawdown an income or currently drawing down an income from a…
Retiring in Germany could be the perfect move… With a world-class health care system, strong infrastructure and ranking in the top 8 for the Natixis Global Retirement Index … maybe…
With the UK facing Brexit and it’s economic consequences now is the perfect time to think about moving abroad. You’ve spent your life working up to a position in which…
Will MiFID II effect my pension? MIFID II Pension SIPP QROPS With an estimated 100,000 plus British residents leaving the UK every year and the number still increasing every year.…
Have you just been notified of the closure of Continental Wealth Management (CWM)? Here at Harrison Brook client requests have already begun to come in asking for help. If you…
International SIPP for Non UK Residents & UK Expats If you have moved away from the UK and you built up UK registered pensions before you left. May it be…
Here’s a problem you may run into as a Canadian expat… Canadian expatriate, still have an RRSP or TFSA in Canada? You’re not alone. After speaking with many Canadian expats,…
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