We are committed to giving you expert and dependable guidance to help you gain the best benefits across your finances.
Step By Step Engagement
- We’ll arrange a face to face meeting with you at one of our offices or at a convenient location for you. If it is more convenient, we can also arrange an online meeting.
- You’ll meet with one of our fully trained specialist advisors to talk through how we can help you transfer you investments overseas when you migrate, safely and tax-efficiently.
- You'll then have the opportunity to engage us to analyse your entire financial position and prepare a report.
- We’ll create a plan that’s tailored to your individual circumstances, needs and aspirations.
- We’ll prepare a strategy to support the plan and schedule further meetings with you to explain, discuss and confirm details.
- When you’re happy and satisfied we’ll implement those recommendations.
- To ensure your pensions and investments continue to work hard for you, we’ll work with our advisors in your new country of residence to finalise implementation.
- We’ll keep you updated with any news that might affect your portfolio on a regular basis.