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Who We Help
We provide tailored wealth management solutions for expats and high-net-worth individuals. See the groups we serve and how our bespoke solutions can help you manage and grow your wealth globally.
Clients We Help Overview
British Expats
Wealth management for British expats, covering UK pensions, tax optimisation, and cross-border advice.
US Expats
Wealth management for US expats, including 401k rollovers, IRA transfers, and cross-border tax planning.
Non-Resident Indians
Wealth management for NRIs, addressing foreign tax obligations, remittances and currency fluctuations.
Advice
Financial Planning Overview
Create a personalised financial plan that brings together your pensions, investments, tax, and retirement goals into one clear strategy.
Education Fee Planning
Plan ahead for education costs with tailored strategies that help fund school and university fees while protecting your long-term wealth.
Major Life Event Planning
Navigate major life events with expert financial planning, helping you adapt your strategy as your personal and financial circumstances change.
Retirement Planning Overview
Build a retirement plan that helps you grow your wealth, generate sustainable income, and achieve financial confidence wherever you retire.
Retirement Income Planning
Create a sustainable retirement income strategy that helps you meet your lifestyle goals while managing tax, longevity, and investment risks.
Retirement Accumulation Planning
Grow your retirement savings with a tailored accumulation strategy designed to maximise long-term wealth and prepare you for retirement.
Pension Advice Overview
Make informed pension decisions with expert advice on retirement planning, consolidation, transfers, and managing pensions across borders.
Defined Benefit Pension Analysis
Understand your defined benefit pension with a detailed analysis of transfer options, retirement income, and long-term financial outcomes.
National Insurance Contributions (NICs)
Protect your UK State Pension by understanding your National Insurance contribution options while living and working overseas.
SIPP Advice
Maximise your retirement savings with tailored SIPP advice, helping you choose investments and manage your pension with confidence.
QROPS Advice
Receive specialist advice on managing your existing QROPS, ensuring it remains aligned with your retirement goals and tax position.
Annuities
Secure a reliable retirement income with expert annuity advice tailored to your lifestyle, income needs, and long-term financial security.
Pension Transfer Overview
Receive expert pension transfer advice to help you understand your options and navigate tax, investment, and retirement planning considerations across borders.
Defined Contribution Pension Transfer
Understand your defined contribution pension transfer options and make informed decisions to support your long-term retirement goals.
SIPP Transfer
Explore whether transferring your pension into a SIPP is appropriate for your circumstances, with specialist advice on your available options.
401k Rollover
Receive specialist advice on your 401(k) rollover options, including cross-border tax, investment, and retirement planning considerations.
UK Pension Transfer Advice By Country
Explore your options for transferring a UK pension overseas, with country-specific guidance and specialist cross-border advice.
UK Pension Transfer Advice By Country
US Retirement Account Advice by Country
Access country-specific guidance on managing US retirement accounts while living overseas, including tax and retirement planning considerations.
US Retirement Account Advice by Country
Tax Planning Overview
Receive tailored cross-border tax planning advice to help you understand your tax position and make informed financial decisions.
General Tax Planning
Explore cross-border tax planning considerations with personalised advice tailored to your circumstances and financial objectives.
UK Repatriation Tax
Prepare for your return to the UK with tailored tax planning advice to help you understand the financial implications of repatriation.
Inheritance Tax
Understand the inheritance tax planning options available to you and receive tailored advice based on your circumstances and objectives.
Estate Planning Overview
Plan for the future with tailored estate planning advice to help you structure your affairs and communicate your wishes clearly.
Will Writing
Prepare a legally valid will with specialist guidance tailored to your personal circumstances, family needs, and international assets.
Trust Planning
Explore trust planning options with specialist advice tailored to your financial objectives, family circumstances, and estate planning needs.
Protection Planning Overview
Explore protection planning solutions designed to help provide financial security for you and your family if the unexpected happens.
Critical Illness Insurance
Understand your critical illness cover options with tailored advice to help support your financial needs following a serious illness.
Income Protection
Explore income protection solutions designed to provide financial support if illness or injury prevents you from working.
Asset Structuring Overview
Explore asset structuring solutions designed to support your cross-border financial planning, investment strategy, and long-term wealth objectives.
Personal Portfolio Bonds
Understand how Personal Portfolio Bonds can support your investment strategy and broader cross-border financial planning objectives.
Migration & Relocation Advisory Services Overview
Plan your international move with tailored guidance across relocation, residency, investment, and cross-border financial planning considerations.
Global Mobility Planning
Receive guidance on the financial and practical considerations of moving overseas, tailored to your circumstances and long-term objectives.
Citizenship by Investment
Explore citizenship by investment options with guidance on eligibility, application considerations, and how they may fit your wider plans.
Golden Visas (Residency by Investment)
Understand golden visa options with tailored guidance on residency routes, investment requirements, and wider financial planning considerations.
Expat Financial Advice: How to Manage Your Finances Abroad
Investment Management Overview
Grow and protect your wealth with tailored investment management solutions, designed around your financial goals, risk profile, and long-term objectives.
Portfolio Management
Access professionally managed portfolios tailored to your goals, risk tolerance, and time horizon, with ongoing monitoring and expert investment oversight.
Managed Portfolio
Invest in professionally managed, risk-rated portfolios with ongoing monitoring and rebalancing to keep your investments aligned with your objectives.
Custom Investment Portfolio
Create a bespoke investment portfolio tailored to your financial goals, risk preferences, and personal investment requirements.
Investment Accounts
Choose from a range of investment accounts designed to help you invest tax-efficiently while supporting your long-term financial goals.
Banking Solutions
Access international banking solutions tailored to expats, helping you manage your money seamlessly across borders with confidence.
Private Banking
Access bespoke private banking services, combining personalised wealth solutions, exclusive banking facilities, and dedicated relationship management.
Expat Banking
Manage your finances internationally with banking solutions designed for expats, offering flexible accounts and seamless cross-border banking.
Currency Transfer
Transfer money internationally with competitive exchange rates, efficient payments, and expert support for cross-border transactions.
Lending
Access tailored lending solutions to support property purchases, refinancing, and other borrowing needs wherever you live.
Property Investment
Access end-to-end property investment solutions, combining sourcing, financing, and structuring to help build long-term wealth through property.
Property Investment
Limited Company Incorporation
Set up a limited company for property investment, helping optimise ownership structures, tax efficiency, and long-term wealth planning.
Property Investment Developments
Explore carefully selected property developments for expats offering strong investment potential, with expert support throughout the process.
Investment Management for HNW Families: How to Build a Robust Family Wealth Programme
Solutions
Discover expat financial solutions, including portfolio optimisation, pension consolidation, tax savings, wealth growth, and retirement planning, with expert guidance to secure your financial future.
Expat Solutions Overview
Optimise My Tax Strategy
Tax optimisation solutions for expats, reducing liabilities with specialist cross-border advice.
Optimise My Portfolio
Optimise your portfolio with expert management, global access, and a strategy aligned to your goals.
Consolidate My Pensions
Consolidate your pensions for streamlined management and better investment options.
QROPS Pension Transfer to SIPP
Review your QROPS and discover if moving to a UK SIPP offers greater flexibility and value.
Resources
Our expert adviser-produced resources offer insights to help you make informed decisions on financial, tax, and estate planning. Start learning today and take control of your financial future.
See All Resources
Articles
Read expert adviser-written articles on wealth management, tax, pensions, and expat financial strategies.
Calculators
Our calculators help you plan retirement, tax, pensions, and property investments to make informed financial decisions.
Guides
Discover expert guides on expat pensions, tax, property, and retirement planning to help secure your financial future.
Thought Leadership
Expert insights from our advisers and board on UK tax changes, expat wealth planning, global investing, and cross-border strategy.
Daniel from Titan Wealth International has been managing my UK pension and longer-term financial planning needs for over three years now. Daniel is genuinely a consummate professional, always acting... Read Full Quote
Wealth Management crossing multiple borders - William is a expert in is field with balanced advice resulting in agile and efficient execution of well planned strategies. The service received by... Read Full Quote
As someone who is extremely skeptical about financial advisers and whose interests they are really looking out for, I received Andreas's initial approaches to handle my affairs with extreme suspicion... Read Full Quote
A colleague recommended James from Titan Wealth International to me when I was looking to consolidate various pension plans that I had at the time. I have been very impressed with his advice and... Read Full Quote
I have become a client of William’s this year as part of transferring my UK pension. What has impressed me during the last 10 months, is the time investment William puts into building a client... Read Full Quote
Daniel from Titan Wealth International has been managing my UK pension and longer-term financial planning needs for over three years now. Daniel is genuinely a consummate professional, always acting with integrity and professionalism in our dealings. His guidance and knowledge of different financial options and complex matters such as inheritance tax planning has been invaluable.
Daniel always takes the time to ensure you're comfortable and informed about these significant decisions with good, clear, honest communication.
Nico, Samuel and the Team are also very responsive and expedite all of my requests in a timely fashion. I've recommended Daniel in the past to friends and colleagues and will continue to do so.
Wealth Management crossing multiple borders - William is a expert in is field with balanced advice resulting in agile and efficient execution of well planned strategies. The service received by William and his team along with the personal touch from William has been 1st class. If in any doubt as to who to reach out to, I recommend you contact William.
As someone who is extremely skeptical about financial advisers and whose interests they are really looking out for, I received Andreas's initial approaches to handle my affairs with extreme suspicion having experienced poor advice from others previously.
I have now known him for a few years and to date I can only say he is the best adviser I have ever had. That's probably easy to achieve considering those that came before! That said, I have found him to be approachable, efficient in conducting my business, genuine, and a man of integrity. In terms of the recommendations and subsequent investments made - so far so good.
While normally I would never consider recommending an adviser, as I feel I place my own integrity on the line, I make an exception for Andreas given how every aspect of our relationship and affairs have been handled.
A colleague recommended James from Titan Wealth International to me when I was looking to consolidate various pension plans that I had at the time. I have been very impressed with his advice and assistance in setting me up with one new scheme which suits my current needs and retirement plans.
He did all the leg work in contacting the various providers to release the funds into my new scheme. His communication throughout the process was excellent and we have regular catch-ups to discuss the performance of my pension and other investments he is advising me on.
In short I am happy to recommend James to anybody looking for somebody to advise on retirement planning and wealth management.
I have become a client of William’s this year as part of transferring my UK pension. What has impressed me during the last 10 months, is the time investment William puts into building a client relationship, over multiple meetings and nearly face to face. He puts in the time and comes to you.
For many expats and professionals, life is super busy and hectic. To find the time to contemplate your UK pensions is a real challenge and William assisted me greatly to navigate these complex waters.
William is very personable and easy to work with. He deciphers the complexities of pensions, not an easy job and is clear in advising options to pursue.
I’ve always found William very trustworthy and reliable. He is very punctual and is clear on what will happen when and who in his team will do what? I look forward to furthering our investment relationship in the years to come.
Daniel at the Titan Wealth International has given me excellent support in getting my Pension and other Finance assets in a much better place. His advice has been clear, precise and... Read Full Quote
I took the complex and protracted steps of consolidating a number of U.K. pensions, having deliberated for a few years, but reluctantly proceeding as a result of several over exuberant approaches... Read Full Quote
My financial savior! If I hadn't followed Andreas's advice, I would have lost my pension and be forced to work well into my retirement age. I had a pension from a very well known British company, but... Read Full Quote
For the past 2 years, James has been providing me with financial and investment advice, including but not limited to retirement planning. His advice has been first class and the investments have all,... Read Full Quote
I have worked with Daniel at Titan Wealth International for several years and he has proved to be an excellent partner who brings sounds financial planning and good advice which help protect and grow... Read Full Quote
After having met with a number of financial advisers in UAE to discuss my UK pension scheme, I finally took the decision to engage with Daniel at Titan Wealth International and I can honestly say... Read Full Quote
Daniel at the Titan Wealth International has given me excellent support in getting my Pension and other Finance assets in a much better place.
His advice has been clear, precise and unbiased in what decision to make. Daniel came well recommended to me and I will do the same!
I took the complex and protracted steps of consolidating a number of U.K. pensions, having deliberated for a few years, but reluctantly proceeding as a result of several over exuberant approaches from 3rd party advisers after initial reach out & engagement to simply understand the options without obligation.
It's on this point alone that I would unequivocally recommend Will to any client seeking expertise, non-biased guidance or pressurising around this process. Endorsing all other comments posted, I would advocate that what makes Will stand out is his natural ability to actively listen, absorb & translate client requirements through simplified methods to provide a transparent level of understanding - pretty basic, but often understated & often overlooked.
Coupled with the right balance of communication, and efficiency of engagement, it's been an excellent client onboarding experience for me, so kudos to you Will, you are a credit to your business and the industry, thanks!
My financial savior! If I hadn't followed Andreas's advice, I would have lost my pension and be forced to work well into my retirement age. I had a pension from a very well known British company, but because I am an expat living overseas, Andreas was able to maximize the benefits of living overseas and mitigate the risks of having my pension in a company that was precariously close to going bankrupt.
His predictions were spot on. The UK company that held my pension went bust, but my pension is safe and sound and performing exceptionally well, that I am actually on target to retire earlier. His knowledge on the financial market is unparalleled and is superbly conversant in explaining the intricacies of the financial world to a layman like me.
For the past 2 years, James has been providing me with financial and investment advice, including but not limited to retirement planning. His advice has been first class and the investments have all, without exception, brought higher than expected yields.
He brings an enormous breadth and depth of knowledge and experience with different investment possibilities and platforms. He knows how to explain complicated financial terms and processes in ways that I understand.
He's patient and gives me space to ask all the questions I need to as often as I need to! And he explains things clearly at my pace. He's never adopted a hard-sell approach with me. Instead he's taken time to listen and understand my circumstances and then identify a savings and investment strategy accordingly.
I have no hesitation in recommending James to you whether you are based in UAE or in the UK.
I have worked with Daniel at Titan Wealth International for several years and he has proved to be an excellent partner who brings sounds financial planning and good advice which help protect and grow my investments; this comes as a result first and foremost because of his personal ethics which build trust and confidence, as well as his proactive approach in sharing ideas, looking at opportunities and mitigating risks. I would happily recommend Daniel as financial adviser to anyone.
After having met with a number of financial advisers in UAE to discuss my UK pension scheme, I finally took the decision to engage with Daniel at Titan Wealth International and I can honestly say both the quality of advice and level of service has far exceeded my expectations.
I have always found Daniel to be very proficient, professional and conscientious in all of our dealings together.
He and his team provide me with fantastic service and we continue to meet on a regular basis.
I am really happy with the service I have received, very clear and transparent with their fee structure. Would recommend to anyone seeking financial advice.
Charlene R
I have used Titan Wealth International service for the past 3 years and always hold trust in their financial advice. My Adviser, Mr. Frank Wheeler, is professional, friendly and a good communicator... Read Full Quote
Andrew H
I’m very happy with the support provided by Titan Wealth International - Tom Austin has helped me restructure some troublesome investments and provided a clear strategy for growing my portfolio. He... Read Full Quote
Mark
I am really happy with the service I have received, very clear and transparent with their fee structure. Would recommend to anyone seeking financial advice.
Charlene R
Go to QuoteI have used Titan Wealth International service for the past 3 years and always hold trust in their financial advice. My Adviser, Mr. Frank Wheeler, is professional, friendly and a good communicator in good times and the challenging times within the markets. The support staff are always happy to help and answer questions and recommend Titan Wealth as a premium service provider.
Andrew H
Go to QuoteI’m very happy with the support provided by Titan Wealth International - Tom Austin has helped me restructure some troublesome investments and provided a clear strategy for growing my portfolio. He is always responsive and very supportive - I’m happy to recommend Tom and Titan Wealth International.
Mark
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