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Building wealth across borders

Build wealth with intention, not by accident.

Placeholder copy: for those building wealth across more than one country, where currencies, advisers and account types need coordinating rather than treating each in isolation.

Where are you planning from?

Planning from within the UK.

Planning from outside the UK, or across borders.

Your Circumstances Matter

The right advice depends on the bigger picture.

Your financial circumstances can look different depending on where you live, work and hold your wealth.

UK

Financial planning for life in the UK

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Take the FISIC Assessment

International

Financial planning for life abroad

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Take the FISIC Assessment

Cross-Border

When your finances span countries

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Take the FISIC Assessment

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What does this service involve?

We look at your income, assets, spending and existing arrangements to understand what you have and where you want to go. From there, we create a clear plan for building wealth over time, making use of the right combination of pensions, savings, investments and other assets.

Building a clear wealth plan

Using the right mix of assets

Balancing growth and flexibility

Planning around your changing income

Making the most of tax allowances

Which best describes you today?

You may be considering this because your circumstances have changed, you’re planning ahead, or you simply want greater clarity.

What could happen without a plan?

Your wealth is spread across countries and currencies

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A net worth nobody is looking at as a whole

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You have advisers in different countries who don't talk to each other

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Currency drift quietly changing your real position

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