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Expat Financial Advice
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Simon Hilton
Foreign Exchange PartnerSimon is a senior foreign exchange currency broker specializing in serving the needs of the expatriate community. Solutions offered include a best exchange rate guarantee for currency transfers, same day payments, a free rate watch service and forward contracts aimed at managing clients' exposure to exchange rate fluctuations.
Tom Zachystal
UK Pensions Transfer (QROPS) PartnerTom is a Registered Investment Advisor specializing in investment management and financial planning for expatriates. Potential benefits of transferring to a Qualifying Recognised Overseas Pension Scheme include the immediate withdrawal of transferred funds to the extent permitted by HMRC and local pension regulations.
Oliver Heslop
UK Tax PartnerOliver is a highly experienced UK tax advisor specializing in helping UK expat high-earners (e.g. senior executives, project managers etc. working abroad but required to pay UK tax), foreign nationals paying tax in the UK and non-domiciles wishing to invest or bring money into the UK.
Marian Wellman
US Tax PartnerMarian has been an Enrolled Agent (Certified to Practice Before the IRS) since 1985 and is a member of the Tax Advisory Board and a Country Representative for American Citizens Abroad. She specializes in income tax services for US expatriates living in other countries and foreigners living in the US.
Tom Zachystal
US Investment PartnerTom is a Registered Investment Advisor, Chartered Financial Analyst, and Certified Financial Planner™ professional specializing in portfolio management and financial planning services for expatriates. He has over ten years expatriate portfolio management and financial planning experience and has clients on four continents in over a dozen countries.
Sharon Hill
French Mortgage PartnerSharon has vast experience in the French property market and is committed to finding the most suitable mortgage for clients' circumstances from a panel of over 20 leading French mortgage lenders made up of reputable French banks with an established presence throughout France.
Andrew Wilson
Expat Insurance PartnerExpat Focus is pleased to offer the services of a fully independent international medical, health and travel insurance broker offering a free quote service with advice to expatriates. Quotes are available for individual/family insurance, income protection insurance, term life insurance, critical illness insurance and more.