"Alex created a SIPP and consolidated my various pension funds. He also dealt directly with the dutch pension fund and has advised on best approach. He continues to advise on investments within SIPP and has navigated the market swings to provide a good return. Alex has been excellent as a financial advisor with very clear expectation setting regarding investments and personal lifetime financial goals."

Mr O

"Alex modelled and forecasted my current pensions and how long they would last, for a number of scenarios. I was then able to use this insight to sort out my savings and overall finance plan. I had requested this of my previous UK advisor for some years with no success, and Alex provided it straight away when I asked. Furthermore Alex has worked with my finance advisor in Australia so that I have a complete financial plan. This has brought me great peace of mind and a feeling of being in control."

Mrs A

"Alex was recommended to us by a dear friend that worked for the same company I worked for. Our first interaction left me convinced that I was in experienced and safe hands. He assessed all our pension schemes at length and actually advised us to leave a couple of schemes where they were and move the ones that we could improve at low risk. We were was immediately sold on his honesty and very personable approach to our requirements. I had no hesitation in recommending Alex to some colleagues that are also expats."

Mr and Mrs W

"I moved to Sydney in the late '90s and have now retired. Although my principal pension is in Australia, I still have a small private pension fund in the UK, so I needed advice on the best way to invest it, and how to start drawing down on it while moving the tax liability to Australia.

Alex advised on the funds I should invest in, taking into account my very conservative attitude to investment, and set up my pension accordingly. He was also very helpful in stepping me through the process of becoming tax-exempt in the UK so that I could consolidate all of my tax liabilities in Australia.

Mr S

What our clients say about us

"Alex created a SIPP and consolidated my various pension funds. He also dealt directly with the dutch pension fund and has advised on best approach. He continues to advise on investments within SIPP and has navigated the market swings to provide a good return. Alex has been excellent as a financial advisor with very clear expectation setting regarding investments and personal lifetime financial goals."

Mr O

"Eugen, has a straight talking demeanour, which is essential when you are looking at potentially difficult areas around finance and the future. There is no sugar coating, just simply honest, sound and well though through advice & guidance. Eugen is able to deliver good news and bad (e.g. in relation to unrealistic goals) where required, and his approach is meticulous.

 

I am not financially savvy, but have found that Eugen can direct me through the maze of financial options, and explains in clear terms the benefits and the risks associated with the various options. I would suggest that the biggest benefit Eugen has brought to me and my pensions/investments/retirement planning would be that of a trusted financial advisor.

 

When we first engaged with Eugen we were looking for stability and a plan to move forward. This plan matured into a retirement plan, which has been implemented and we have successfully navigated through to the beginning of 'retirement'"

Mr H

"Alex was recommended to us by a dear friend that worked for the same company I worked for. Our first interaction left me convinced that I was in experienced and safe hands. He assessed all our pension schemes at length and actually advised us to leave a couple of schemes where they were and move the ones that we could improve at low risk. We were was immediately sold on his honesty and very personable approach to our requirements. I had no hesitation in recommending Alex to some colleagues that are also expats."

Mr and Mrs W

"Eugen identified a suitable scheme which was an International SIPP and guided me through the transfer of my Defined Benefit Pension. I have also relied on Eugen knowledge in investing the funds in way which will sustain my retirement. Eugen has also helped me make tax efficient withdrawals."

Mr E

"I retired early, at 50 years old, with a small-medium sized pot. My plan was to move to Spain and build a home using our savings, then plan with Alex how we can then take funds from 55 until state age pension. I have now been a client of Alex’s for several years.

Though I had made the plans and they did not change significantly, Alex moved my investments into a better vehicle, used his knowledge of my plans, the markets and products available to tweak the investments and ensure a better return, in better date blocks. My fund increased more than it would have done.

The outcome has been exactly what we envisaged. We are able to live on the income we hoped for, we are not wealthy but in the area we live we are comfortable, afford a holiday and buy nice gifts for our children and granddaughter (the latter only as a result of Alex’s stewardship of my fund).

For us, everything has worked as planned, so nothing could have been done better. I cannot recommend his services highly enough"

Mr and Mrs S

"Eugen helped consolidate pensions and manages our portfolio. He explains things so we understand our options fully.

Not sure what he could have done better as we have also grown in our understanding of our finances and most of it is managed on one platform by Eugen now. What I can say is that Eugen is a great improvement from the last company that we had and he keeps us informed in a timely manner. We trust him which is very important especially through the current climate with COVID."

Mrs H

"I left the UK 30 years ago and had to move my pension but was given the wrong advice which cost me and had find another adviser to help me which is hard when you’re 12,000 miles away.

Yes first Alex fixed up and sorted out the mess I was in with my first adviser who pointed me in the wrong direction. I have always found it very easy to talk to Alex"

Mr S

"Alex has been brilliant advising and working with my ever-changing future plans. My various work pensions are now combined and I have an annual review, although Alex is always available to answer any questions I have."

Mrs K

"I have known Eugen for 6 years. Eugen conducted a detailed review of my Financial situation and moved very quickly to advise me to arrange Fixed Protection with HMRC against my Lifetime Pension Allowance. He conducted a Financial Review to establish my risk profile and risk appetite for investment purposes. He assessed my retirement plans and objectives and we agreed the next steps for my pension actions. He arranged the transfer on my Stake Holder Pension into a SIPP.

He arranged the commencement of my Final Salary Pension and some complex adjustments to allow some funds to be transferred to my SIPP, He arranged the payment of my PCLS and once agreed he actioned all the necessary investments for my SIPP. He arranged all of our ISA investments and advised us on the pros and cons to State Pension deferral. Eugen conducts an Annual Assessment which includes Investment performance and recommendations on any investment changes, we review any changes in retirement objectives, he advises on IHT and makes recommendations and he assess Pension against Lifetime Allowance and makes recommendations.

 

In addition should ad-hoc reviews be necessary given market conditions, events or poor investment performance, he is proactive in arranging these meetings."

Mr G

"Alex has been proactive and professional in liaising with my financial team in Australia, and has put great energy into filling the gaps and ensuring that my investments (both in UK and Australia) are sound and appropriate.

He has left no stone unturned and is a persistent sort of guy who will fight your corner. He’s a personable, realistic and forthright guy to deal with. I prefer direct and honest people. Also, my investments have increased under his guise more than was expected."

Mr N