Who We Are
About Us
Established in 2010, ExpatsPensionReview Wealth Management provide specialist advice to British expats and international employees living around the world. We provide tax efficient and tax compliant solutions for those that have decided to leave the UK and have found a new home overseas.
Wherever you live in the world we can provide regulated financial advice. We have advisers based in the UK, Europe and the USA.
Working with a Fiduciary
As fiduciaries, we are required to act in the best interests of our clients and not place our own interests ahead of our clients.
This means that you will always receive clear, fair and not misleading advice. Our fees will always be transparent with no hidden fees or commissions.
At all times our advisers will work with the utmost integrity
How we add value
Our independent financial advisers add value by designing and creating tax efficient solutions based on your country of residence. We will then select investments from the entire market including active and passive investment solutions.
We always choose appropriate investments for your risk profile in order to achieve your required investment return
Client Charter
We like to build up a good relationship with each of our clients, where we know them and they know us and trust our approach.
Our dedicated wealth management team will communicate with you on a regular basis as outlined in our client agreement. Typically, this means that on a quarterly basis we will be providing a review of your portfolio and ensuring that these align with your goals to keep things on track.
Once a year we will conduct another risk profile analysis. However, at any point you can reach out to us, especially if your circumstances have changed such as change of employment, inheritance, divorce etc.
Great service continued...
Great service continued.„ First review with Paul answered all of our Questions„. Great service continued...
Great service continued.„ First review with Paul answered all of our Questions„.
Great service continued...
Great service continued.„ First review with Paul answered all of our Questions„. Tracey Simmons, 31 July