Guiding Expatriates  Towards Financial Independence

 

I am expert in the creation of strategic and tactical, highly personalised financial plans.

I can help create tax efficient strategies in safe and highly regulated jurisdictions.

 

My Clients Are United By Two Core Elements;

- They Are Living & Working Away From Their Home Countries
or are seriously planning to do so.
- They Want To Create A Secure Financial Future


Global  Professionals

Protection and maximising of current and future assets is key, creating tax efficiencies both current and especially future.

It’s very important to get in touch with me if you have been granted US listed stock or stock options.

Captains 

I adopt a highly collaborative approach to creating bespoke strategic plans with defensive tax efficiencies typically built-in

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Automotive Professionals 

I work with some of the brightest minds in the fast evolving automotive industry. I know that you work hard and put in an exceptional amount of hours leading large teams. My field of work allows me to help you optimise your earnings and enable you to create lucrative short and long term financial strategies. 

If you have previously worked in the UK, it is essential that you get in touch with me to ensure you are optimising historic pensions that you may have participated in.