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.
Harrison Brook is at the forefront of fee-based expat financial advice. We offer clear, transparent and trustworthy advice.
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..
Harrison Brook offer quality expat financial products and services to expats globally from the world’s largest and leading banking institutions and fund houses.
Why to take financial advice in the first place? What value is added?
Portfolio Value
Optimal portfolio construction & client risk-taking
Portfolio risk/return characteristics
Tax efficiency
Fees
Rebalancing and trading activity
Financial Value
Attainment of financial goals
Saving and spending behaviour
Debt levels
Retirement planning: cash flow, income and health costs
Whatever area of finance you are looking at, we start by finding out a little bit about you. We’ll ask you some questions, and as we start to get a better picture of your life, we’ll start looking at the whole financial marketplace to find what is best. You simply have to take the first step and get started.
Our Recommended Solution
We will then pinpoint exactly which product is best for your unique situation. We will send you a recommendation report by email explaining what we have recommended and why. A follow-up e-meeting will be arranged to further discuss the recommendation so that we can answer any questions you may have. It is then simply a matter of applying for the services and completing your application.
After Service
We will then manage everything for you. We will always keep in contact, and we will monitor your financial products to ensure that they are still right for you and in line with your expectations.
Meet the Team
The team at Harrison Brook specialise in serving expats around the world.
Ryan Frost
Director & Branch Principal - France, USA & Global
Don't just take our word for it, here's what some of our clients have to say.
“
Testimonials
"From my first contact with Jack Camille I was impressed by the service of Harrison Brook. Advice was clearly given after an in-depth financial review. Advice was very clearly outlined and came with regular reviews of progress. Excellent service all round."
"Prompt reliable and expert help when needed.Transparent disclosure of all the costs involved. Friendly and efficient service I would highly recommend."
"Sound advice in difficult times. Acceptable prices when compared with alternatives. Regular contact and updates in clear understandable form."
"James was able to instantly build rapport, while he guided me through the process of opening an account. This is my first account of this nature, and I had countless questions. James patiently explain things in a way which was easy to understand, while still listening to what I had to say. I really appreciate his insight."
"Excellent customer service all the way through, professional, proactive, patient in answering all my questions, immediate answer to emails, great follow up and communication, deep legal knowledge and legal experience in the field, all of which helped in having my pension transferred in a faster amount of time than normal. I’ve rarely received such swift and excellent customer service before. The whole complex pension transfer experience could have been heavy and stressful, but instead it was the whole opposite."
"My financial knowledge is very limited but I knew I had to do to invest somewhere. I found the market scary and intimidating. I think really its a mine field. I am very grateful for finding Harrison Brook as they have been outstanding. From the very start they have guided me through the process in an honest and transparent manner explaining every step. Even after a lot of hesitation on my behalf. I don't think I could be happier with the first 6 Months. James Rayburn has been a class act answering all my interrogations patiently and professionally. I would recommend him and Harrison Brook to friends and family. The advice I have received has been very financially rewarding. I look forward to working with Harrison Brook and James for a very long time. Probably one of the best decisions I have ever made."
Latest from the Blog
Posted by Harry Wallis | Oct 12, 2023
UK SIPP for UK Expats in the USA: A Solution for Pension Access