Expats
Financial planning & investment management
for the internationally mobile
Moving around the world complicates your personal finances. Both Scott and Karan are Canadians living in London - so we can empathise!
While your plan will depend on the jurisdictions in which your wealth is earned and saved, there are some planning principles that are relevant for almost all expats. For one, foreign exchange may be the biggest risk to your personal finances and managing that risk, via investments, is a key component of TindleWealth's services for our expat clients. We find that there are not many other financial advisers that think they way we do about managing one's foreign exchange exposure.
We are here to support our expat clients on a variety of their planning needs including advising on pension transfers into or out of the UK as well as matching their savings and investments to their future plans. While we are not experts in every jurisdiction, we are committed to working with any advisers you may have in other jurisdictions and we have a number of international accountants who we are able to recommend.
By acting as the adviser that considers the totality of your global financial affairs, it is highly likely that we will be able to add significant value by reducing the amount of tax you pay and by ensuring that your investments are best matched to your unique situation.
The Cost
We charge an annual fee of 1% of the investments we manage on behalf of our clients - subject to an annual minimum of £2,400. There are additional costs, including VAT and the cost of the underlying investment funds. Clients do not have to use our investment management services - they can simply pay £2,400 per year for our financial planning service if they wish.
The Next Step
We offer a free consultation to discuss our expat services and how they might be relevant for you. Please get in touch via the form below or call Scott Tindle, CFA - our Founder & Director of Wealth Management - directly on 0203 858 0637.
While your plan will depend on the jurisdictions in which your wealth is earned and saved, there are some planning principles that are relevant for almost all expats. For one, foreign exchange may be the biggest risk to your personal finances and managing that risk, via investments, is a key component of TindleWealth's services for our expat clients. We find that there are not many other financial advisers that think they way we do about managing one's foreign exchange exposure.
We are here to support our expat clients on a variety of their planning needs including advising on pension transfers into or out of the UK as well as matching their savings and investments to their future plans. While we are not experts in every jurisdiction, we are committed to working with any advisers you may have in other jurisdictions and we have a number of international accountants who we are able to recommend.
By acting as the adviser that considers the totality of your global financial affairs, it is highly likely that we will be able to add significant value by reducing the amount of tax you pay and by ensuring that your investments are best matched to your unique situation.
The Cost
We charge an annual fee of 1% of the investments we manage on behalf of our clients - subject to an annual minimum of £2,400. There are additional costs, including VAT and the cost of the underlying investment funds. Clients do not have to use our investment management services - they can simply pay £2,400 per year for our financial planning service if they wish.
The Next Step
We offer a free consultation to discuss our expat services and how they might be relevant for you. Please get in touch via the form below or call Scott Tindle, CFA - our Founder & Director of Wealth Management - directly on 0203 858 0637.