What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about…
Keeping it simple
We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.
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Posted by Jerome Perkins | May 06, 2024
CCF’s purchase/acquisition of HSBC France
Are you one of the many clients concerned with CCF’s purchase/acquisition of HSBC France? As of January 1st, 2024, Credit Commercial de France (CCF) has taken over HSBC France’s retail…
Posted by Jerome Perkins | Apr 29, 2024
Athletes moving back to Europe with US wealth
Are you part of the growing number of professional athletes returning to Europe with US wealth? It’s more and more common that European athletes like you get the chance to…
Posted by Jerome Perkins | Apr 01, 2024
Chase (JP Morgan) & Wells Fargo are closing your IRA or retirement accounts
Have you received the unfortunate news that Chase (JP Morgan) & Wells Fargo are closing your IRA or retirement accounts? You may be one of the many unfortunate US expats…
Posted by Jerome Perkins | Mar 04, 2024
Can American expats in France buy ETFs?
Can American expats in France buy ETFs while living overseas? Unfortunately, Americans living in Europe often have to overcome many hurdles in order to invest their money correctly and efficiently.…
Posted by Jerome Perkins | Feb 05, 2024
Can you rollover an IRA into a 401(k)?
Can you rollover an IRA into a 401(k) as a U.S. expat? It can be a bit overwhelming to try and manage your finances from overseas, especially regarding your retirement…