Christopher Thompson
CISI

Chris has been insightful, supportive and a pleasure to work with over the last year. He has guided me in a transparent and professional manner, with the personal and tailored touch. He understands well the ex-pat lifestyle and financials and has been a great source of advice as we looked through the various options. I am very happy to be working with Chris, always appreciate the time that he gives and initiative he takes on managing the portfolio. I highly recommend his services to anyone interested.

Chris is a decent, straightforward adviser who, unusually for us expats abroad, is clear, open, transparent, and not at all ‘pushy’. His approach is thorough and efficient, and it soon becomes apparent that he is keen to represent your best interests. Chris is particularly knowledgeable about the offshore Savings and Pensions market, and how UK tax and pensions regulations apply, and combined with an easy-going plain-English approach it makes him an adviser who is a pleasure to deal with. Highly recommended.

I highly recommend Chris as a financial advisor. His in-depth knowledge of financial markets, strategic planning, and personalized approach have greatly contributed to a solid plan for financial success. Chris possesses excellent communication skills, making complex concepts and strategies easy to understand. His dedication to customer satisfaction and commitment to achieving financial goals make him and his team a pleasure to work with.

As a resident in Saudi with a UK pension of some 20 years, I have been considering the idea of transferring my pension out of my company scheme into a SIPP. I have been contacted by several companies, however speaking with Chris there was clarity and transparency. The investment strategy he has suggested is simple but effective. His attention to detail, ability to get things done, and professionalism were second to none.

Chris has provided us with some sound financial and investment advice, followed up with a solid plan in these changing market conditions. We have been investing for many years, and Chris was able to assess our current state and provide a more suitable plan with a more flexible platform which suited a more agile decisions. We are happy with our initial support from Chris and his team and are looking forward to a solid return in coming years.