Hi !

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
Currency Exchange

“Every year we help thousands of individuals save money on their foreign currency payments for property purchase, emigration, overseas mortgage repayments, etc.

If you make or receive payments in a foreign currency, we could save you a great deal of money and make your currency transfers simple.

We guarantee much better exchange rates than the ‘tourist rates’ you would normally get from your bank and can save you up to 6% on currency transfers typically saving you £5,000 on a £100,000 transfer.

A is for Account:

Open a free account with us - Your account can be opened the very same day and you will be assigned a dedicated account manager.

B is for Better Rates:

Your account manager will keep you informed on currency market movements and get the best exchange rate for you at the time. Once agreed, this rate is then guaranteed for you.

C is for Currency Transfer:

Once you have paid for your currency we will immediately transfer the money to the bank account specified by you, anywhere in the world.”


Benefits at a Glance

  • Highly competitive exchange rates
  • Quick and easy same-day transfers
  • Free tailored service with our currency experts
  • Dedicated Relationship manager
  • Safe & Secure transfers
  • Authorised by the Financial Conduct Authority
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