The whole process of transferring my UK defined benefit and money purchase schemes was explained well by James Lavendar who then set out an investment plan which so far has proved to be very robust.James is easy to talk to pleasant and friendly and ably assisted by India and Nicole who have been invaluable in chasing up providers to assist transfers, giving advice as needed and sticking with it as one of my UK schemes seemed to throw roadblock after roadblock to access my money, without their assistance I’d have probably given up.I am very happy with the service provided by then all
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Providing specialist advice to British expats living around the world. Tax efficient and tax compliant solutions for those living within the EU.
