How We Work

We are committed to giving you expert guidance with your benefit
at the top of our agenda.

Montfort Roundel

Step-by-step engagement

  • Step 1 We’ll arrange a one-to-one meeting with you at our offices near Guildford, Surrey or at a location convenient for you in the South East. If it is more convenient to you, we can also arrange a Skype meeting.

  • Step 2 You’ll meet one of our fully trained specialist advisors to talk through how we can help you to transfer your investments overseas when you migrate, safely and tax-efficiently.

  • Step 3 You then engage us to analyse your entire financial position and prepare a report.

  • Step 4 We’ll create a plan that’s tailored to your individual circumstances, needs and aspirations.

  • Step 5 We’ll prepare a strategy to support the plan and hold further meetings with you to explain, discuss and confirm.

  • Step 6 When you’re happy, we’ll implement those recommendations.

  • Step 7 To ensure your pensions and investments continue to work hard for you, we’ll work with advisors in your new country of residence post-departure to finalise implementation.

  • Step 8 We’ll keep you updated with any news that might affect your portfolio. You can also sign up to receive our for the latest information and read all the recent news on our site.

An holistic approach

Because we believe in providing an all-inclusive service we’re happy to hear questions about any aspect of your migration and direct you to further information and services whenever we can.

Total transparency

We are remunerated by fee, commission and sometimes both. We will disclose all our costs to you and make sure they’re agreed. View our Treating Customers Fairly Policy

Get in touch

The earlier you start to plan for moving your finances the more options you have, so contact us to set up a consultation and discover how we can help you.

Tel +44 (0) 1483 202072 Email Us