International Independent Financial Advice
Protect the wealth you’ve spent a lifetime building.
International financial planning for expats, retirees and families living across borders. Because managing your money abroad is rather different from doing it at home.
Start a Confidential ReviewNo obligation. Initial consultation included.
As a former IFA myself, I am extremely particular about who I recommend. Jamie is someone I have known for decades, and he currently manages my own capital and estate planning.
Andrew, Naked Expat
Why expats need a different approach to wealth.
Your finances do not stop being international simply because your bank account is somewhere else.
Cross-border planning
Living abroad can create financial issues that simply do not arise when everything is held in one country.
Protect what you’ve built
Retirement savings, investments and other assets deserve proper planning when your life spans more than one jurisdiction.
Plan for what happens next
Good financial planning also means considering your family, your estate and what happens if circumstances change.
A confidential conversation.
Your enquiry is handled privately and there is no obligation to proceed. The purpose of the initial consultation is simply to understand your circumstances and whether Jamie can help.
What can Jamie help you with?
Financial planning becomes more complicated when your investments, residence, retirement and family are spread across different countries.
International Financial Planning
Advice for expats and internationally mobile clients who need to consider their finances across borders rather than looking at each country in isolation.
Retirement & Investment Planning
Make informed decisions about the wealth you’ve accumulated and how it needs to work for you during retirement.
Estate Planning
Consider what happens to your assets and your family if your circumstances change or when you are no longer here to make those decisions yourself.
Wills & Lasting Powers of Attorney
Proper estate planning can be particularly important when you have assets, family or property in more than one jurisdiction.
Need a Will or Lasting Power of Attorney?
See how Jamie can help expats deal with Wills, LPAs and multi-jurisdictional estate planning.
Protect what you’ve built.
Plan for what comes next.
If you’re living abroad, approaching retirement or simply want a proper review of your financial position, start with a confidential enquiry.