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Let our experts manage your investments for you.

We are able to manage your investments for you in line with your wishes on a portfolio management advisory basis.

This means that whilst we are driving the asset management and advice; the ultimate decision in terms of choosing what investments to buy or sell, how much to invest and when to do so; always rests with you. This leaves you more time to enjoy your expat life, safe in the knowledge, that your investments are in good hands.

We believe your investment needs can only be properly met when they are understood; it is only then that the process of constructing a bespoke investment portfolio begins. Our dedicated wealth managers, with many years of investment experience and in-depth knowledge of the financial markets, are at hand to help you choose the right mix of financial assets and construct an investment portfolio which balances investment risk and investment return to maximize income or growth in line with your investment risk profile.

Our Investment Philosophy

At the heart of our business are the robust personal relationships we have built with our investment clients often over successive generations. As trusted advisers we always act in your best interests. By developing a deeper understanding of your investment goals and expectations we are able to tailor a wealth planning service to the long-term management of your family wealth.

Clients value our investment advice because we are able to offer advice which is objective, impartial and tailored to support your investment goals.

Our portfolio management process does not end with the construction of an investment portfolio. We provide high quality advice on a proactive basis delivering added value by constantly monitoring your investments to capitalize on the potential investment opportunities as well as anticipating and reducing the inherent portfolio risks.

Clients like you come to us for investment advice because we have earned a reputation for combining high quality technical investment expertise with commercial pragmatism alongside the positive benefits of continuity and close personal interest which characterise a wealth management practice.

Wealth management services for British expats:

Why Us?

  • A highly tailored and sophisticated managed investment advisory service.
  • Team focused on developing strategies to preserve and grow your wealth on a long-term basis.
  • Benefit from our expertise in market research, portfolio construction and ongoing portfolio management.
  • Believe that managing risk is at the heart of growing your wealth in real terms over the long term.
  • Proactive approach to investment management reviewing your portfolios continually to ensure these reflect our latest investment research in accordance with your risk tolerance and return expectations.

Client Testimonial

Explore our client testimonial video and witness the transformative power of our financial planning and wealth management advice. Hear how our services have guided clients towards financial success, providing strategic insights, and maximizing their wealth. Discover the impact of our financial planning solutions first hand and unlock the path to a prosperous financial future.

Frequently Asked Questions about Wealth Management Planning Services for British Expats

As British expats embark on new adventures abroad, ensuring their financial well-being and wealth management becomes a top priority.

This FAQ aims to address common questions and concerns regarding wealth management services for British expats. Whether you are planning for retirement, seeking investment opportunities, or looking for guidance on tax optimization, understanding the benefits and considerations of wealth management services is essential.

By exploring key aspects such as personalized financial planning, investment strategies, risk management, and estate planning, this FAQ will provide valuable insights to help British expats make informed decisions and achieve their financial goals while living overseas.

Here are some frequently asked questions to help you understand wealth management planning and make informed decisions about your financial future:

What is wealth management planning?

Wealth planning is a comprehensive process that involves developing and implementing strategies to help individuals effectively manage their financial resources and achieve their long-term financial goals. It encompasses various aspects, including investment management, retirement planning, tax optimization, estate planning, risk management, and more.

Why should British expats consider wealth management planning services?

British expats face unique financial considerations due to living and working abroad. Wealth management planning services tailored for British expats provide specialized expertise and guidance to navigate cross-border taxation, currency exchange, international investments, and complex regulatory environments. They help optimize financial strategies, protect and grow wealth, and plan for retirement, ensuring British expats can make informed decisions and secure their financial future.

What services are typically offered by wealth managers for British expats?

Wealth management planning firms for British expats offer a comprehensive range of services, including:

Financial Goal Setting: Collaboratively defining short-term and long-term financial goals, considering individual circumstances and aspirations.

Investment Portfolio Management: Designing and managing investment portfolios customized to align with financial objectives, risk tolerance, and time horizons, with a focus on international investments and tax implications.

Retirement Planning: Developing personalized retirement strategies to ensure British expats can maintain their desired lifestyle in retirement, considering cross-border pension options, tax-efficient savings, and income distribution planning.

Tax Planning and Optimization: Assisting with cross-border tax planning, ensuring compliance with UK and international tax regulations, and identifying opportunities to optimize tax efficiency.

Estate Planning: Creating comprehensive estate plans to protect and transfer wealth, including wills, trusts, and strategies for minimizing inheritance tax burdens.

Risk Management and Insurance: Assessing and mitigating financial risks through appropriate insurance coverage, such as life insurance, health insurance, and property insurance.

Education and Guidance: Providing ongoing financial education, guidance on investment decisions, and updates on relevant market trends and regulatory changes.

How can wealth management services help British expats optimize their investment strategies?

Wealth management services can assist British expats in optimizing their investment strategies by:

Conducting a thorough analysis of their financial situation, risk tolerance, and investment objectives.

Designing personalized investment portfolios that align with their unique goals and risk tolerance, taking into account international investment opportunities and tax implications.

Monitoring and rebalancing investment portfolios to ensure alignment with changing market conditions and evolving financial objectives.

Providing access to a diverse range of investment options, including international investments and tax-efficient investment structures.

Offering ongoing guidance and advice to help British expats make informed investment decisions and stay updated on market trends and opportunities.

How can wealth management services support British expats in retirement planning?

Wealth management services can support British expats in retirement planning by:

Assessing retirement goals and determining the savings and investment strategies necessary to achieve them.

Analysing cross-border pension options, such as QROPS (Qualifying Recognized Overseas Pension Schemes) or I-SIPPs (International Self-Invested Personal Pensions).

Providing guidance on tax-efficient retirement savings strategies, considering international tax implications and regulations.

Creating retirement income distribution plans that optimize tax efficiency and provide for a comfortable retirement lifestyle.

Monitoring retirement portfolios and making adjustments as needed to align with changing circumstances and market conditions.

How can wealth management services assist British expats with tax planning?

Wealth management services can assist British expats with tax planning by:

Providing expert knowledge of cross-border tax regulations and helping clients navigate the complexities of international taxation.

Developing tax-efficient strategies to minimize tax liabilities while ensuring compliance with relevant tax laws.

Identifying available tax incentives, deductions, and credits that may be applicable to British expats.

Assisting with tax reporting and filing obligations in both the UK and the country of residence.

Offering guidance on optimizing investments and financial structures to reduce tax burdens.

Keeping clients informed about changes in tax regulations that may impact their financial planning.

By leveraging the expertise of wealth management planning services, British expats can effectively manage their tax obligations, maximize tax efficiency, and minimize any potential risks associated with cross-border taxation.

How can wealth management services help British expats with estate planning?

Wealth management services can help British expats with estate planning by:

Evaluating the client's estate and wealth distribution goals, considering both UK and international laws.

Designing personalized estate plans that protect assets and facilitate the smooth transfer of wealth to beneficiaries.

Assisting with the creation of wills, trusts, and other legal documents necessary for effective estate planning.

Identifying strategies to minimize inheritance tax and other estate-related taxes.

Regularly reviewing and updating estate plans to ensure they align with any changes in personal circumstances, tax laws, or financial goals.

By engaging wealth management services, British expats can establish comprehensive estate plans that protect their assets, provide for their loved ones, and ensure their wealth is distributed according to their wishes.

How can British expats benefit from ongoing guidance and education provided by wealth managers?

Ongoing guidance and education offered by wealth managers can benefit British expats in several ways:

Staying Informed: Keeping British expats updated on relevant financial market trends, regulatory changes, and tax updates that may impact their financial planning.

Making Informed Decisions: Providing expert insights and analysis to help British expats make informed decisions about their investments, retirement plans, tax strategies, and other financial matters.

Personalized Advice: Tailoring recommendations and strategies based on individual circumstances, risk tolerance, and financial goals.

Financial Education: Offering resources, seminars, and educational materials to enhance financial literacy and empower British expats to make confident financial decisions.

Proactive Monitoring: Continuously monitoring financial portfolios and recommending adjustments or optimizations as needed to stay on track towards financial goals.

By leveraging the ongoing guidance and education provided by wealth management planning services, British expats can gain the knowledge and confidence necessary to navigate their financial journey effectively.


Remember, consulting with reputable wealth managers that specialize in serving British expats is crucial to ensure you receive personalized investment management advice and solutions tailored to your unique needs and circumstances.

Talk To Us

Speak directly to one of our wealth managers about your own specific investment needs and learn more about our portfolio management services. For further information please contact us on Tel: +44 207 998 0570 or email connect@fwm.gi