Get a free financial review and find your expert expat wealth adviser
Get a free, no-obligation financial review built around your life as an expat — your pensions, savings & investments across every country, in one clear picture.
1 → What financial advice are you looking for?
Select all the areas you’d like wealth advice on — then tap Continue.
Has your money followed you abroad?
Most British expats end up with pensions, savings and investments scattered across three or four countries — and no single plan tying them together. It’s easy to lose track, and even easier to put off. You’re earning well and doing fine, but somewhere in the back of your mind is the nagging thought: “I don’t actually know where all my money is.”
How it works
1. Book your free review
Grab a no-obligation call at a time that suits you, wherever you are in the world.
2. We map everything you own
Pensions, savings and investments across every country — pulled into one clear picture.
3. You get a clear plan
A straightforward, step-by-step plan built around where you live now and where you want to end up.
Free · No obligation · Takes 60 seconds
How we can help
One adviser helping you build a portable plan, wherever you are in the world
Whatever’s on your mind — old UK pensions, old investments, financial coaching & planning, cross-border tax, or simply no plan at all. Here’s where we help. Your free review covers whichever of these matters to you.
Lost & scattered UK pensions
Track down old or forgotten UK pension pots and bring them together into one clear view — most expats have several they’ve lost sight of.
Pension transfers (QROPS & SIPP)
Move and run your pension the right way for life offshore — reviewing whether a transfer genuinely benefits you, without the costly mistakes.
Retirement planning
A straightforward plan for when and how you retire — with the numbers to back it — whether you settle abroad or head home.
Investments
Put your money to work with real structure and a strategy built around your goals and timeframe, not a single provider’s product shelf.
Cross-border tax planning
Keep your money tax-efficient for the country you actually live in today — not a one-size-fits-all UK template.
Estate planning & wills
Protect your family and make sure your wealth passes on smoothly across borders, with cross-border wills and structure.
Insurance & protection
Make sure you and your family keep their standard of living if life doesn’t go to plan — life cover, income protection and more.
Education & school-fee planning
Fund international school or university fees without derailing your retirement or other long-term goals.
Free · No obligation · Takes 60 seconds
Why expats choose us
One clear plan across borders
Everything you own in every country, finally in a single view you can actually understand.
Find & consolidate old UK pensions
Track down forgotten or scattered UK pots and bring them together where it makes sense.
Tax-efficient for where you live
A plan built around your country of residence — not a one-size-fits-all UK template.
Retirement & repatriation ready
Whether you settle abroad or move home, your money is prepared for the destination.
No upfront cost
The review is genuinely free. You decide if and when you want help putting your plan in place.
Independent, whole-of-market
Advice that looks across the market for what fits you — not a single provider’s shelf.
One clear plan, across every border.
Most British expats end up with pensions, savings and investments scattered across three or four countries — and no single plan tying them together. It’s easy to lose track, and even easier to put off.
We map everything you own into one view, then build a straightforward plan around your country of residence — tax-efficient for where you live, and ready for retirement or a move home. Independent, whole-of-market, and free to find out.
“Building your finances is like building a house. We’ll draw you the plans for free — but nobody builds their own house. When you’re ready, you still need a builder.”
Book your free financial review
One clear picture of everything you own, across every country — with no upfront cost and no obligation.
Frequently Asked Questions
A few of the questions expats ask us most. If yours isn’t here, book the free review and we’ll answer it.
Yes — that’s exactly what we do. Most of the expats we work with have pots, savings and investments spread across three or four countries with no single view. We map all of it and give you one clear plan.
Ready to see your whole financial picture?
Take the free 60-second review and get matched with an expert expat wealth adviser — no upfront cost, no obligation.