Independent international wealth management
Your life is
international.
Your wealth
deserves a plan.
Independent financial planning for expatriates and internationally mobile families. Greater clarity for your investments, retirement and financial future.
Expat finances made simpler.
services experience
The international life
Opportunity should grow.
Complexity shouldn’t.
Your life may span several countries.
Your finances often do too.
You might earn in one currency, hold investments in another, have pensions in the UK and plan to retire somewhere entirely different.
We help bring the different elements of your financial life together, so you can understand your options and develop a clearer path forward.
Discover our approachSee the whole picture.
Understand your existing arrangements and how they support your objectives.
Think internationally.
Consider the financial implications of living, working, investing and retiring across borders.
Keep life at the centre.
Keep your financial strategy under review as your life and circumstances change.
How we can help
Specialist planning.
One connected strategy.
Explore the areas that matter to you. Each is part of your wider financial life.
A portfolio with purpose
Investment & Portfolio Management
Develop an investment strategy aligned with your financial objectives, investment time horizon and attitude to risk.
- Investment portfolio reviews
- Diversification and asset allocation considerations
- Lump-sum investment planning
Clear advice.
Thoughtful planning.
Personal relationships.
A more personal approach
Experience provides
perspective.
Neil Walters · Expat financial adviser
For more than 25 years, Neil has helped expatriates, international professionals and globally mobile families make confident financial decisions wherever life takes them.
A Wealth Manager at NEBA Wealth Management based in Thailand, Neil works closely with clients to build personalised financial strategies aligned with their goals, lifestyle and long-term aspirations.
Meet your adviserOur approach
A clear way forward.
Discover
We begin by understanding your financial circumstances, priorities and long-term objectives.
Review
We examine relevant existing arrangements and identify areas requiring further consideration.
Plan
We explain potential strategies, including relevant costs, risks and limitations.
Support
Where appropriate, we assist with implementation and ongoing reviews as your circumstances evolve.
Before we talk
A few good
questions.
You don’t need every answer before your first conversation.
Can I contact you if I already have a financial adviser?
Yes. You can contact us to discuss your circumstances and establish whether an additional review or second opinion may be appropriate.
Do you work with expatriates in different countries?
Our focus is international financial planning. The services available depend on your country of residence, personal circumstances and applicable regulatory requirements.
Can you review existing UK pensions?
We can discuss your existing arrangements and determine what pension-related services may be available. Certain pension matters require specific regulatory permissions or specialist advice.
How much does financial advice cost?
Fees and remuneration depend on the nature and scope of the services involved. Relevant costs are explained before you agree to proceed.
What happens in the first conversation?
An introductory discussion helps us understand your goals, existing arrangements and international circumstances. We explain the scope of any proposed advice service, relevant costs and important limitations before you decide whether to proceed.
A more confident next chapter
Your financial future deserves a clearer plan.
Whether you’re building wealth, reviewing existing investments or preparing for retirement abroad, let’s start with a conversation.
Book a private consultation