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European Financial Advisors

European Financial Advisors

Wealth Advice You Can Trust

European Financial Advisors

Our financial advisors are fully qualified to UK standards (QFA & CeMAP) and with a minimum of 10 years experience in the financial services industry provide financial advice to expats across Europe in the following areas:

Offshore Pension advice (QROPS)

Who is this service for?

If you are an expatriate and you have a pension pot which is worth over £70,000 you may be able to release it from the restrictive UK system and it’s ever changing rules entirely. If your pension value is between £30,000 and £70,000 we now have exclusive access to cost effective products that could mean a transfer is beneficial.

Benefits include: Leave ALL unused pension funds to your beneficiaries free of UK IHT (Inheritance Tax); Much greater investment freedom; Tax free lump sum of up to 30%; Take income from your pension in a much more tax efficient way.

What does this service consist of?

  • Initial discussion to discuss existing pensions
  • Request of information from existing pension providers
  • Free Report and recommendation sent via email including a brochure for the QROPS provider
  • Follow up discussion to explain the detail and answer any initial questions
  • Apply for the QROPS and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management

Arrange a call with Jason, a veteran Qualified Financial Advisor (QFA):

Get a Free Consultation

Retirement planning

Who is this service for?

Imagine that you are retiring tomorrow? How much money would you like to or need to write yourself a cheque for
to ensure that you will have enough in the bank to last you, your spouse and possibly even your family for one year in retirement?

One of the most fundamental issues for you to think about when deciding on your financial planning options is to make sure that you are preparing for your retirement sufficiently and appropriately. Many expatriates do not get ahead in the retirement race by saving hard as they are scared of this approach encroaching on their standard of living today. However, with careful planning it is easy to get ahead without hindering your current lifestyle.

What does this service consist of?

  • Initial discussion to determine your retirement goals and current circumstances
  • Free Report and recommendation sent via email
  • This will include a step by step guide as to the best course of action
  • Follow up discussion to explain the detail and answer any initial questions
  • Ongoing support and wealth management

Arrange a call with Jason, a veteran Qualified Financial Advisor (QFA):

Get a Free Consultation

Savings & Investment Advice

Who is this service for?

We know it is very easy to fall in to the ‘live for today’ mindset and not plan for the future when you’re living overseas. Thus, we have devised this simple, step by step report to show you how to take your financial future seriously, and avoid being one of those expatriates who returns home with nothing more than a mass of photos and memories - and perhaps even debt!

What does this service consist of?

  • Initial discussion to determine your investment goals and current circumstances
  • Free Report and recommendation sent via email including a brochure for the recommended provider
  • Follow up discussion to explain the detail and answer any initial questions
  • Apply for the investment and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management

Arrange a call with Jason, a veteran Qualified Financial Advisor (QFA):

Get a Free Consultation

Succession Planning

Who is this service for?

Your previous financial adviser may not be able to introduce you to the potentially tax saving and financially enhancing opportunities available as you find that their focus and expert knowledge is based in your home country alone.

Furthermore, a local adviser in your new nation is highly unlikely to understand your unique expatriate status, how that relates to any tax saving potential in the nation in which you are residing, and how you need to structure your affairs appropriately in case you should ever want to repatriate or relocate elsewhere. Planned correctly, a move to another country, including back to the UK, can have some very special future tax advantages.

What does this service consist of?

  • Initial discussion to determine your tax liability and current circumstances
  • Free Report and recommendation sent via email including advice on how to minimise succession taxes
  • Follow up discussion to explain the detail and answer any initial questions
  • Apply for to new provider and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management

Arrange a call with Jason, a veteran Qualified Financial Advisor (QFA):

Get a Free Consultation

Exclusive to clients of Advocate Abroad

Would you like to find out how you can increase Your Expat Savings and Pension Income and Performance?

Your FREE savings and pension review from one of our qualified Advisers shows you how to get higher interest rates, reduce charges and access a range of expatriate only financial benefits that enable greater growth.

Get your free review today and benefit from:

  • A free personalised financial health check and summary

  • Tax efficient savings and pensions

  • The best interest rates for expatriates

  • Find out how best to finance your property, based on your personal circumstances

  • Ensuring you have the correct plans in place for you and your family

Arrange a call with Jason, a veteran Qualified Financial Advisor (QFA):

Free Financial Health Check-Up

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