Financial planning

Tailor-made advice

Financial planning for expats

We are specialised in helping expats and other international workers organise their financial affairs. 

Our approach is a personal one, so we will first meet for an hour to get to know all about you, your career plans and your finances, and you will get to know us and our ideas about financial planning.

This unique approach enables us to develop a financial plan that suits your exact needs. Most importantly, our advice is completely independent. Our recommendations usually cover:  
• Mortgage advice 
• Protecting you and your dependents  
• Your pension  
• Investments  
• Estate planning  
Do you have any other specific wishes? Come and talk about them with us.