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 or Zoom meeting.
You’ll meet one of our fully trained specialist advisers to talk through how we can help you to transfer your investments overseas when you migrate, safely and tax-efficiently. We recommend suitable financial plans, strategies, investments and other products after finding out sufficient information about your circumstances.
Financial situation analysis
You then 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.
As we are independent, we provide whole of market advice and be completely open and transparent in the way we deal with you.
We’ll prepare a strategy to support the plan and hold further meetings with you to explain, discuss and confirm.
With your approval and at your request, we’ll implement the recommendations accordingly.
Keeping you informed
To ensure your pensions and investments continue to work hard for you, we’ll conduct regular review meetings or, if applicable, we'll work with advisers in your new country of residence post-departure to finalise implementation.