About us
Your Trusted Partner in Global Wealth
We specialise in helping globally mobile professionals, entrepreneurs, and families navigate complex cross-border financial landscapes with confidence. Our mission is to protect and grow your wealth through independent, forward-thinking, and tax-efficient strategies.
What Sets Us Apart
More than advice, a relationship built on trust and clarity
We go far beyond simply giving financial advice. We build deep, lasting relationships founded on trust, transparency, and true understanding of your global lifestyle. By focusing on clear communication and long-term support, we ensure you always feel confident, informed, and secure no matter where life takes you. With us, you gain a partner dedicated to protecting and growing your wealth every step of the way.
Truly Independent Advice
We work solely for you — not banks, not product providers. Our independent approach means every recommendation is unbiased and designed around your goals, giving you clarity and confidence in every decision.
Deep Cross-Border Expertise
We specialise in the complex financial needs of international professionals and families. With multi-jurisdictional tax, wealth, and retirement planning expertise, we ensure your wealth strategy works seamlessly across borders.
Long-Term Partnership Focus
We build lasting relationships, not one-off transactions. As your life and priorities evolve, we proactively adapt your plan, so you always feel supported, secure, and prepared for the future.
Get started
Start building your future with clarity and confidence, arrange your free consultation with one of our qualified specialists.
During your complimentary consultation, we take the time to understand your unique goals, circumstances, and international lifestyle. Together, we explore how tailored strategies can protect, grow, and simplify your wealth wherever you are in the world.
This is your opportunity to ask questions, gain clarity, and start building a secure financial future with an experienced partner by your side.
Achieve Your Goals
Our proactive advice keeps you on course, so you can achieve your goals with confidence.
Regular reviews are essential to keep your financial plan aligned with your life. As your circumstances, markets, and goals evolve, ongoing reviews ensure you stay on track, adapt proactively, and continue moving confidently toward your long-term objectives.
Services
Comprehensive Solutions for a Global Life
Wealth Management
Tailored investment strategies that adapt to your global lifestyle, focused on safety, diversification, and flexibility across currencies and jurisdictions.
Tax Planning for Expats
Mitigate unnecessary tax burdens with smart structuring across borders. We help optimise income, capital gains, inheritance, and more — wherever life takes you.
Retirement & Pension Planning
Consolidate and align your pensions and retirement savings to your life goals, whether you plan to return home or remain abroad.
Estate & Succession Planning
Secure your family’s future with careful planning to ensure your wealth is transferred tax-efficiently and in line with your wishes.
Currency & Cash Flow Solutions
Manage currency risks and optimise cash flow in multiple jurisdictions to give you freedom and peace of mind.
UK Pension Advice
Comprehensive reviews of your UK pension assets ensures they are not left behind and forgotten about. They are put to work to ensure they also provide much needed income when you retire.
What are you waiting for?
Take control of your financial future today. A complimentary review gives you the chance to understand your current position, identify opportunities, and build a clear plan for the years ahead.
Whether you want to protect your wealth, grow your assets, or prepare for retirement, we’re here to guide you every step of the way. Book your free review now and start moving forward with confidence.
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Our Strategic Partners
Client Focussed
“Delivering positive outcomes for our clients is what drives us. Their success is our motivation, and we’re constantly striving to improve results. Our business is built around one clear focus — our clients.”
Steve is very professional and thorough in his approach and is prepared to research and respond to any question a client may have. He is well-informed about financial markets both in Switzerland and abroad and takes great care to consider the client’s requirements and circumstances. I was impressed by his integrity and patient manner.
louise m
Steve has helped me move and secure my pension from the UK and get better conditions for it, and has also advised me on options, and set-up the investments from a house sale. Steve is friendly and always available, and is a pleasure to work with.
patrick o
Steve Petts at has been managing my investments since 2013 and I am happy with the service and returns over that time. Steve has invested into products recently that have delivered a good return even through the uncertainty of the current Covid situation making me feel more confident that my portfolio is growing to my expectations.
stuart b
Contact us
With a no-obligation, complimentary review, you have nothing to lose and everything to gain. Get in touch today to speak with our qualified team of advisers, who are ready to help you take the next step toward financial clarity and confidence.