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..
Harrison Brook is at the forefront of fee-based expat financial advice. We offer clear, transparent and trustworthy advice.
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.
Harrison Brook offer quality expat financial products and services to expats globally from the world’s largest and leading banking institutions and fund houses.
Why to take financial advice in the first place? What value is added?
Portfolio Value
Optimal portfolio construction & client risk-taking
Portfolio risk/return characteristics
Tax efficiency
Fees
Rebalancing and trading activity
Financial Value
Attainment of financial goals
Saving and spending behaviour
Debt levels
Retirement planning: cash flow, income and health costs
Whatever area of finance you are looking at, we start by finding out a little bit about you. We’ll ask you some questions, and as we start to get a better picture of your life, we’ll start looking at the whole financial marketplace to find what is best. You simply have to take the first step and get started.
Our Recommended Solution
We will then pinpoint exactly which product is best for your unique situation. We will send you a recommendation report by email explaining what we have recommended and why. A follow-up e-meeting will be arranged to further discuss the recommendation so that we can answer any questions you may have. It is then simply a matter of applying for the services and completing your application.
After Service
We will then manage everything for you. We will always keep in contact, and we will monitor your financial products to ensure that they are still right for you and in line with your expectations.
Meet the Team
The team at Harrison Brook specialise in serving expats around the world.
Don't just take our word for it, here's what some of our clients have to say.
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Testimonials
"I found my personal private client adviser Ryan Frost to be very efficient, knowledgeable and helpful. I will not hesitate to recommend his services to others."
"Prompt reliable and expert help when needed.Transparent disclosure of all the costs involved. Friendly and efficient service I would highly recommend."
"Sound advice in difficult times. Acceptable prices when compared with alternatives. Regular contact and updates in clear understandable form."
"I would definitely recommend Harrison Brook to other people. My experience in working with our financial advisor was extremely positive. Speed of response and the level of attention to our needs and requests was great. Administration support was flawless."
"Excellent customer service all the way through, professional, proactive, patient in answering all my questions, immediate answer to emails, great follow up and communication, deep legal knowledge and legal experience in the field, all of which helped in having my pension transferred in a faster amount of time than normal. I’ve rarely received such swift and excellent customer service before. The whole complex pension transfer experience could have been heavy and stressful, but instead it was the whole opposite."
"It's a nerve-wracking thing to entrust your life savings to a person and company you have never met before. Ryan made the process easy. It was calm, I felt in control and was able to asks and get answers to all the questions I had. I am now all set up with my International SIPP and couldn't be happier."
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