Wealth planning and looking after the financial stability of the ones we love varies from person to person. That is why we take full advantage of the global markets to dramatically increase your options.
From buying property and moving country to saving for your children’s education fees and yielding greater returns on international stock markets - contact Scott for a free, no obligation consultation.
There are various advantages to investing and saving overseas.
Given the breadth of investment opportunities available to you, a well-diversified and growing portfolio is the least you can expect. As an ex-pat, you can also take advantage of the tax relief offered by some countries, as well as being able to save in a currency of your choosing.
Contributions can be made towards the plans in a custom-made way, meaning that they will always fit your lifestyle and your budget.
We will work with you to put together a savings plan that will get you the best returns on your assets.
The decision as to whether or not your children can move up and progress onto higher education should be down to ability, determination and choice, rather than them being held back by financial restrictions.
With education costs on the rise planning out your financial journey is more crucial than it ever has been. The sooner you start planning, the more you can guarantee your children will receive one of the greatest gifts of all – an education.
We offer advice on a variety of saving solutions to suit your own circumstances and to reach your financial goals.
If you’re looking for efficient property investment then our elite property specialists can oversee everything from conducting due diligence, finding a tenant and even managing the property for you. This includes letting and maintaining upkeep of the said property even after your initial investment.
Not only that but our partnership with IP Global means you’ll have exclusive access to some of the UK’s most desirable up and coming properties on the market.
The services we offer include:
Our foreign exchange service allows you to trade the major world currencies, and to make international payments in an efficient and cost-effective manner.
This service is perfect if you are on the move, and need to make quick transfers from one currency to another.
Should you need to make an international transfer, our team of professional and experienced FX Traders are on hand to ensure that you have access to the full range of bespoke FX solutions we offer, and have top level commercial exchange rates at your disposal.
Key benefits include:
Exchange rates up to 5% better than those offered by major banks
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If you need assistance in bringing your tax filing obligations up-to-date to ensure they are compliant with the law then we can help.
We also have specialist expertise in international, cross-border taxation. We offer expert advice on everything from tax residency and international tax planning to capital gains tax and domicile status.
Some of our most popular services include:
Ever since I first met him in 2017, Scott has proved to be an exceptional wealth manager. After our first meeting he completely understood my requirements for my investments, a high level of security and decent income. The results have greatly surpassed my original expectations, and in addition to excellent income my assets have actually grown substantially too. Very reassuring for someone close approaching 70 years of age.
We have very enjoyable and informative meetings together at least once a year. Indeed, we just met a few days ago and covered a lot of important points about tax changes and risks, all of which he has dealt with pro-actively. The meetings are never rushed and we have time to go through all my worries and questions very comfortably.
Having left the U.K. in 2010, it would have been easy just to leave things as they were but with the advice, encouragement and hard work provided by Scott, I now feel that my savings and retirement investments will benefit me more and I’m very grateful to him for all his help.
As an individual, Scott is very supportive, very patient, very knowledgeable and very personable. The explanations were provided in such a way that it was relatively easy to understand with further explanations provided as required; I really felt as if I was discussing my future with someone who cared and understood exactly what I wanted to achieve and it was always done without any pressure to sign anything or pay anything up front.
Scott was introduced to me by a colleague a couple of years ago. He has been very proactive and diligent in his services to manage my investments. Scott made very balanced recommendations after understanding my needs, was quick and responsive to pivot strategies when I had some requirement for changes and liquidity, and has continually stayed engaged to understand my changing requirements over time and cater to them. I've been very happy with his services, and would endorse his capabilities.
I have known Scott as both a friend and financial advisor for several years. In an industry in which it can (for obvious reasons) sometimes be hard to find a person you trust Scott has always demonstrated the utmost integrity and honesty about the advice he has given me.
Can honestly say without him I would not be in the stable position I am today.
Fantastic to work with Scott in full transparency on wealth creation. Based on real listening in stead of selling Scott gives me confidence that he works for me on my future.
A real pleasure to have him “on my side” building a strong financial basis for me and me family.
Scott has supported us in optimising our financial situation as expats. We are enjoying consistent returns, but more importantly, strong support and help whenever needed thanks to his broad knowledge and vast network.
I would recommend working with Scott and his team anytime whether you are looking for good returns on savings or want to seriously plan your financial future.
I’ve always found Scott to be reliable, enthusiastic, straightforward, genuinely helpful and someone with whom it’s easy to interact. Personal financial planning isn’t always easy, but Scott demystifies the subject.
We needed a financial planning professional once we moved out of the USA and came to Thailand. Scott engaged us, and we discussed the financial priorities and long term goals for our family. He provided us with the advice and financial vehicles to put us on a path to best use our money for retirement and savings for our children. I would recommend Scott for his care and good client oriented service and advice.
Since working with Mr. Scott Kingsley he has met and surpassed my expectations of working with financial advisors. On numerous occasions he has taken the time to really know me personally as a client which gives me every confidence that not just my financial goals are well understood but also my comfort levels. He regularly provides updates by email and visits me at home providing up to date information and has always been available to answer any questions or to explain options within my portfolio
We started to work with Scott shortly after changing jobs and moving to Thailand; and so far we have been extremely pleased with the service provided . Given our circumstances of constant travel and moving from country to country, I really appreciated the expertise, the personalized and client oriented support as well as his pragmatism. I highly recommend him as financial advisory.
When I was first introduced to Scott and the company in 2013 I was initially sceptical. I have friends who have not had positive experiences when it came to financial advice which made me reluctant, however, when I was invited to their office my perception quickly changed. Having been working for several years and not really taking advantage of the strong income I had, Scott and the team helped explain the importance of a disciplined approach to what Scott calls ‘financial freedom’. Through doing so I have managed to save an amount that I would more than likely have spent, without changing my lifestyle and still being able to do enjoy life. Now that the industry is not as strong I am pleased that I took the opportunity to save while I could. I now understand the importance of having a strategy for the long term and Scott has helped to do this. Scott continues to help when it comes to all aspects and has recently helped me with health insurance.
I was first introduced to Scott in 2014, at the time I was working offshore and hadn’t really given any thought to my past work in the UK and the pensions I had there. Scott helped me to locate forgotten UK pensions and move them into a QROPS. This enabled me to access my pension earlier when the oil and gas industry declined. Since then Scott has delivered above my expectations and I have comfort in the fact that should the industry not pick up I will still have a pension providing me an income. I would have no hesitation in recommending Scott and the company to friends of mine who like me felt a little lost when it came to pensions.
Fortunately for me, being introduced to Scott around April 2017 was a timely life saver for my small pension. I wish I had met him a long time ago.
Previously, my small pension had been sitting stagnant, doing nothing. I was unaware that more could have been done with it.
I met Scott, he put forward his plans, possible options and recommendations explaining everything very clearly and precisely.
In the short time that I have been with Scott; he has demonstrated to me that his integrity, professionalism and knowledge is used to work for your best interest.
Scott's high standard of work ethics and professionalism reflects in what he can do for you.
I would highly recommend Scott to anyone.
I was first introduced to Scott in 2017 when I moved back to Thailand and he was assigned to advise me on the policy I set up when I was previously living here. The first thing I liked about Scott’s approach was he didn’t simply review my existing policy but wanted to understand the reasoning behind setting up the plan in order to ensure I was on track. Recently Scott helped advise on how I could make better use of cash that was sat in my bank in Europe through a specific strategy incorporating fixed returns even if we see a downturn in markets. During the time we have been working together Scott has also given complimentary advise on several areas from my existing share portfolio and most recently we set up a foreign exchange account which will save me a considerable amount when moving money to Thailand. Scott has helped to ensure that I am covered in all areas through what he describes as ‘holistic’ advice. If you are looking for someone that will take the time to ensure every aspect is covered in your financial planning then I suggest you take the time to speak to Scott
I have dealt with some international financial consultants in the past, but meeting Scott was one of the best things that could happen.
He did present his plan, suggestions and recommendations explaining everything very clearly and precisely. Even after the plan was set, Scott continuously provided his feedback and updates making sure I am aware of the developments, which makes me feel very confident working with him.
Scott has demonstrated to me that his professionalism and knowledge is used to work for your best interest.
I would have no hesitation in recommending Scott to anyone
One phone call from Scott and the following discussions lead me to having a secure future. I can not recommend Scott to highly for his knowlege and understanding of the needs of expat pensions and finance.
I have over the years had many dealings with investment firms i can truly say the best information i have had came from Scott.
Scott, Is a good listener, a sympathetic person and a hard working adviser. He has helped me improve my investment position and for that I thank him immensely. Client CM Gustavino (Retired Engineer).
Scott and his team provide excellent financial advise and I would highly recommend their services to secure your financial future.
I have been a client of Scott's for the past three years and I would not hesitate to recommend him to any friend, colleague or family member requiring guidance in their long-term savings options. Scott is very thorough in his research and explanations regarding his recommendations and has proven to be a great advisor in an area where I, and many others, don't feel 100% confident.
Besides his very competent service, Scott is a very sympathetic and friendly guy who always feels genuinely invested in realizing my long-term savings goals.
