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…
Working Smart
We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
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Posted by Jerome Perkins | Jul 03, 2025
How to Hedge Against a Declining US Dollar (USD)
The US dollar has long been a global financial pillar, but in an increasingly complex economic landscape, its value is not immune to fluctuation. Rising interest rates, geopolitical uncertainty, inflation…
Posted by Jerome Perkins | Aug 28, 2024
Do I need a financial advisor?
How do I know if I need a financial advisor? Have you kept your head in the sand regarding your finances and now your investments are begging for help? There’s…
Posted by Jerome Perkins | Aug 20, 2024
What is a “US person”?
Many American expats come face to face with the same question: what is a “US person”? In the world of international finance and taxation, the term “US person” can be…
Posted by Jerome Perkins | Aug 14, 2024
When to convert US Dollars to Euros?
Are you living, or planning to live, in Europe, and wondering when to convert dollars to euros? Are you annoyed with the unfavorable exchange rates and expensive fees? In today’s…