QUALIFIED | INDEPENDENT | DEPENDABLE

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A specialist in many areas of expatriate financial planning, Simon can offer expert advice on pension planning including transferring your pension into a SIPP, ROP or NUP, saving for retirement or childrens further education or simply protecting your loved ones with life assurance.

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Areas of excellence also include advice on Wealth Management, managing the underlying investments of portfolios via a selction of Discretionary Fund Managers.

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For a private, no obligation, consultation with the leading light in offshore financial planning simply click through to the contact page.