The past few years has seen the rise of the online bank, typically the choice of younger generations, online banks such as Monzo, have become increasingly popular and mainstream, now competing with the traditional brick-and-mortar banks. I have been with a brick-and-mortar bank since the age of 15 – my parents took me to open […]
There is a lot to consider when moving abroad to any country, and Spain is no exception. As many expats will tell you, it’s important to stay organised to ensure the smoothest possible transition. In order to breakdown what you need to do before moving to Spain, it can be useful to consider the actions […]
Whilst France is one of the most popular destinations for expats to move and settle in, it is also notoriously difficult to navigate in terms of tax efficiency and financial planning. To avoid large tax liabilities, it is a good idea to consider your options beforehand; consulting a financial adviser with the relevant local knowledge […]
Buying a house anywhere is a complicated and demanding process; choosing a location, property type and style are just some of the many things that need to be considered when purchasing a house or flat. This difficulty can be exacerbated when buying a property abroad – the combination of restricted access to the location and […]
How / why did you get into your line of work in the financial services sector? My career in financial services began in 1996, practically right out of university in the area of insurance sales. It wasn’t my first choice, really, but my Dad encouraged me, he being in insurance brokerage. At first, I dreaded […]
How / why did you get into your line of work in the financial services sector? I saw the impact of what not having life insurance does to a family. It made sense to me to become a financial adviser as this occupation had come up a few times at career meetings. I always wanted […]
Whilst moving house or changing job it can be easy to forget about your pension – there are usually more pressing things to worry about. Settling into your new role or new home takes priority over informing your pension provider of your change in address or finding the documentation required to keep your pension plan […]
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