This company was so helpful in providing guidance and advice, navigating how to get access to the information about my small UK retirement from afar and review the options for potential transfer. This was our second year in working on this. Shout out to Dave Wattles, in particular, for being honest and candid that the fees involved were too high for the fund total to make sense for the transfer option. He then guided me through the best option for getting access to my retirement funds from across the Atlantic and avoiding any unnecessary taxation along the way - and all without charging me a penny for his expertise, time, and patience. You can't ask for more than that and, had the transfer option been viable, I would have had no hesitation in working with Dave and this company to accomplish the move. I highly recommend this company to any UK ex-pats looking to consolidate or move retirement or investment funds from the UK.
Claim your business profile now and gain access to all features and respond to customer reviews.
Providing specialist advice to British expats living around the world. Tax efficient and tax compliant solutions for those living within the EU.
