01
You share
A discreet conversation to understand your jurisdiction, risk appetite and personal objectives. No forms, no chase — just a professional dialogue.
One conversation. One trusted introduction.
One conversation.
The right adviser.
We introduce clients with investments, pensions, SIPPs, QROPS, GIA accounts and other wealth arrangements to carefully selected, appropriately regulated financial advisory firms specialising in international and expatriate financial planning. Whether you are relocating overseas, already living internationally, or looking for a new adviser, we provide a discreet, no-obligation introduction based on your circumstances and the jurisdictions involved. If the first introduction isn't the right fit, we'll happily arrange another.
Award Winner
Investment International — Client Services(Judges Vote)
Independent judges recognised our introducer service for the quality of client care and the calibre of adviser introductions we facilitate.
Impartial & ObjectiveClient FirstPrivacy Protected
The dilemma
Are you with the right adviser?
In a world of aggressive outbound sales and opaque incentives, finding the right regulated advisory firm for cross-border planning should not be left to chance. Too many internationally mobile clients end up speaking to the first firm that gets in touch. We help ensure your first introduction is to a firm that suits your circumstances.
The process
One simple process
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We match
Our team curates from a vetted network of international firms and identifies the advisers best suited to your specific profile.
03
We introduce
You receive a short dossier on each recommendation, then we facilitate a personal introduction. We remain your point of contact throughout.
04
You decide
Meet, evaluate, choose — or don't. You stay in control at every step. No pressure, no obligation.
Our introduction criteria
Three pillars of the right introduction
We make considered introductions to advisers whose expertise aligns with your circumstances, priorities and long-term needs.
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Personal Fit
Some clients prefer a direct, data-led style; others value a more relationship-led approach. We take these preferences into account when making an introduction.
02
Jurisdictional Needs
We consider the countries involved, the structures in place and the relevant regulatory environment when introducing you to advisers experienced in those jurisdictions.
03
Investment Priorities
Whether the focus is capital preservation, measured growth or long-term accumulation, we consider your preferences when making an introduction.
Why clients choose us
A quieter way to find the right adviser
No unwanted contact
Your details stay with us until you choose to be introduced. No cold calls. No inbox spam.
Save time
Avoid months of searching. We connect you with carefully selected firms experienced in international and cross-border planning.
The right fit
Introductions are based on your circumstances, preferences and technical needs — not geography alone.
Private & secure
Your information is handled discreetly and shared only with your consent.
Client first
We are transparent about how we are remunerated and remain objective in the introductions we make.
Trusted network
Access to carefully selected, appropriately regulated advisory firms, including boutique practices and private offices.
Who this is for
Built for internationally mobile clients.
- British and European expatriates
- Cross-border families and dual nationals
- Returning expatriates and repatriates
- Business owners living or working abroad
- Clients with existing pensions or investments, including those considering a UK transfer
- Private clients, families and family offices
Request an introduction
Start with a conversation
One short form. A concierge will review your details and reach out personally within 24 hours. Strictly confidential, no obligation.