Low Fees With No Hidden Charges

Our unique approach to financial advice and services means we‘re able to offer the lowest fees possible. We’re completely transparent and upfront.

What we're about

Getting results

Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.

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Making Expat Finance Easy

By keeping our fees as low as possible means your money goes further.

We‘re passionate about transparency and being upfront with our client to offer peace of mind.

Our online advice system reduces our costs and fees allowing us to provide expats access to the largest range of and best value international financial products and services.

Harrison Brook is committed to transparency within charges, an area often glossed over within the industry, and principles of integrity to allow us to build successful and long-lasting relationships with our clients.

The typical expat previously faced little choice in fulfilling their family’s transient financial planning requirements. Harrison Brook are transparent and offer the full breadth of market products and services with no product provider bias.

Our Fees & Case Studies

Our unique approach to financial advice and services means we're able to offer the lowest fees possible.

We're completely transparent and upfront

About You

Your Residency:

Your Pension Type:

3% Setup Fee + 1% Annual Service Charge

Free Initial Consultation
Low 1% Annual Fee
All Major Currencies Available

Case Study

Transferring from a personal or defined contribution pension into an International SIPP

You have recently moved to France, and you wish to better manage your UK pensions. Priorities include having flexibility on drawdown, ability to hold euros within the pension, and a wide choice of investment. You require full preparation of a financial plan along with a retirement shortfall calculation.

Your total consolidated transfer value is £100,000.

One-Off Charges

  • International SIPP setup fee = £0
  • Investment Platform (GIA) setup fee = £0
  • Harrison Brook advice & setup fee = 3.00% of the transfer value (£3,000)

(Including all advice and retirement shortfall calculations – this fee reduces in line with the transfer value)

Ongoing Charges

  • International SIPP annual trustee fee = £180 per year
  • Investment Platform (GIA) ongoing fee = 0.34% per year
  • Harrison Brook ongoing management fee = 1% per year

Total = 3% (one-off) + £180 + 1.34% per year

0% Setup Fee + 1.40% Annual Service Charge

Free Initial Consultation
Annual Fee from 0.75%

Case Study

Transferring a US Pension (401K, 403B) to an IRA

You have recently moved to Europe, and you wish to transfer your retirement account to a custodian that accepts your new European address. Priorities include having flexibility on withdrawals, ability to convert a portion of your IRA to a Roth IRA, and a wider choice of investments. You require full preparation of a financial plan with a focus on retirement planning.

The total consolidated transfer value is $500,000.

One-Off Charges?

  • No set up charges = $0

Ongoing Charges

  • Cross-border registered investment advisor fee = 0.10% per year
  • Harrison Brook ongoing management fee = 1% per year

Total ongoing fees = 1.15% per year

Transferring a US Pension (401K, 403B) to an IRA

£25 Per Contribution + 1.40% Per Annum Ongoing Management

Free Initial Consultation
Low 1% Annual Fee
All Major Currencies Available

Case Study

Direct investment from savings into a ‘Global Investment Account (GIA)'

You have recently moved to France, and you have accumulated $200,000 in a US savings account. You are interested in investing this capital for greater capital growth, with a full range of investment choices and low fees. You would like to be able to further contribute and withdraw from the account from any country in the world. 

One-Off Charges

  • No setup fee = $0

Ongoing Charges

  • Cross-border registered investment advisor fee = 0.10% per year
  • Harrison Brook ongoing management fee = 1% per year

Total ongoing fees = 1.10% per year

What Our Customers Say

Don't just take our word for it, here's what some of our clients have to say.

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."

Harrison Brook has a 5 star independent service rating on Feefo

One of our expert financial advisers will aim to get back to you within 12-24 hours.

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