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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.
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Our team regularly puts together blog posts about the current market situation or relevant topics.
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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 | Jan 20, 2025
As a French expat, do my years working in the US count towards my French retirement?
Are you looking forward to a peaceful retirement back in France after a career in the United States? Are you worried that your American social security contributions won’t be included…
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…