What Our Clients Say

Introducing Our Advice Process

Where The Client Is Always At The Centre

01 DISCOVERY

An initial Discovery call to understand what drives you

02 ANALYSIS

In-depth analysis of existing assets and priorities

03 RESEARCH

We consider the whole of the market to provide the best advice in your circumstances

04 STRATEGY

Bespoke Wealth Planning Report tailored to your priorities

05 IMPLEMENTATION

Flat-fee, zero commission implementation of our regulated advice

06 AFTER CARE

We work with you through every step of the journey, with regular reviews to ensure your assets are delivering.

  • We’re Different | Value is our Identity


    We’re the first Expat Financial Adviser to charge all our clients the same fee. High fees are a proven head-wind to wealth generation. It’s time to remove them.

  • We're Safe | Security is our Heartbeat


    We operate a multi-layered system to ensure that your assets are protected to the highest degree. Without security, wealth loses it’s meaning.

  • We're Leaders | Expertise is our Foundation


    Our Advisers hold a minimum of 10 years of experience in Partner positions, adeptly guiding clients through cross-border challenges. We’ve seen it all.

What We Do

What We Don’t Do

  • Sell Products

    We’re truly independent. Our only priority is delivering the best outcomes for our clients.

  • Charge Commissions

    Our clients know exactly what they pay for our services. No hidden fees or confusing smallprint.

  • Lock-Ins

    Our clients stay with us because of the value we add, not because they have to.

  • Exit Penalties

    Withdrawing your own money shouldn’t cost a penny. We only work with providers that honor this.

What We Charge

We charge all our clients the same initial Wealth Planning fee, whether it’s consolidating several UK pensions, a multi-million pound investment into a complex tax-wrapper, or both.

We’re proud of our fees. That’s why we have them front and centre.

Genesis [ γένεσις ] noun: the origin or mode of creation of something.

Genesis [ γένεσις ] noun: the origin or mode of creation of something.

Our Vision

We believe it’s time for Expatriates around the world to demand more.

Inspired by our history, learn more about our bold vision to drive change throughout the industry.

After all, it’s your wealth, not ours.

FAQs