Our Credentials
Our Credentials
Our advice is informed by decades of financial planning experience and specialist cross-border expertise with professional experience that extends well beyond individual client relationships.
1982
Our journey began.
30+
Financial planning & wealth management.
30+
Cross-border expertise.
Specialist experience across international financial matters.
Australian Senate · 2002
UK pension transfers to Australia.
Appointed as an official consultant.
HMRC · 2006
Shaped the development of QROPS.
Geraint Davies' technical expertise.
A History of Specialist Expertise
Experience that extends beyond the client relationship.
Financial planning, cross-border expertise and institutional recognition, held by the same firm across four decades, the basis for advice we stand behind.
Regulatory Status
Authorised and regulated by the Financial Conduct Authority.
FCA Firm Reference Number: 181199