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.
Investment Management Overview
Managed Portfolio
Choose from risk-rated portfolios designed to suit your investment objectives, offering a structured approach to financial growth.
Bespoke Portfolio
Personalise your investments with strategies aligned to your financial goals, managed with care and expertise for long-term planning.
Financial Planning Overview
Pension Advice
Expert guidance to manage your pensions, align them with your goals, and maximise growth tax-efficiently.
Pension Advice Services
Pension Transfer
Bespoke pension transfer solutions for expats, including SIPPs, QROPS, and 401(k) Rollovers.
Pension Transfer Services
Currency Transfer
Fast, secure, and low-commission international currency transfers with regulated providers.
General Investment Accounts
Grow your wealth with a GIA designed for expats. Access flexible, tax-efficient investing options.
Expat Banking
Secure, flexible offshore banking for expats. Get independent guidance on cross-border banking.
Private Banking
Gain access to private banks worldwide, with guidance to align your banking with your overall wealth strategy.
Tax Planning Overview
General Tax Planning
Optimise your wealth with tailored tax strategies for expats navigating multi-jurisdictional complexities.
Inheritance Planning
Preserve your legacy with tailored solutions for expats navigating cross-border requirements.
UK Repatriation
Simplify your return with expert guidance, ensuring a smooth transition back to the UK after living abroad.
Property Investment Overview
Limited Company Incorporation
Explore options for setting up a limited company to optimise property ownership, tax planning, and long-term asset protection.
Latest Developments
Discover carefully selected turnkey property developments with comprehensive support for a streamlined and hassle-free investment experience.
Migration Advisory Service Overview
Strategic migration and wealth planning with Titan Wealth. Align citizenship, residency, and tax with your global lifestyle and financial goals.
Global Mobility Planning
Relocate with clarity. Titan Wealth International helps align your move with tax, retirement, and wealth planning for a globally optimised financial future.
Citizenship By Investment
Citizenship by Investment aligned with your wealth, tax, and retirement goals — a smarter way to secure a second passport with long-term benefits.
Golden Visas (Residency By Investment)
Explore Golden Visas and Residency by Investment with a financial plan that aligns tax, wealth, and retirement goals for your global future.
Expat Financial Advice: How to Manage Your Finances Abroad
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.
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.
Executive Assistant
Jean brings more than 15 years of experience in the international pension sector.
She possesses a wealth of planning and organisational skills that make her a vital asset to both clients and colleagues.
Qualifications & Awards
Bachelor of Science in Economics
CII Life and Pensions Foundations (LF1)
