We’re a team of UK and US-qualified advisors, regulated in the US with extensive knowledge and experience of dealing with the US and Canadian residents with UK pension plans and non-US investment assets. Wherever you live in the US or Canada, we offer specialist pension advice by phone and email.

Warren Stean

Warren Stean

Advisor

Warren is a fully qualified Independent Financial Adviser and has been giving specialist pension and investment advice to British expats all over the world since 2009. Holding the Series 65 exam in the US Warren has specialised in US tax residents with UK assets for the last few years.

Outside of work Warren tries to watch as many F1 races as possible and enjoys skiing with his three daughters when time and snow permits.

Andy Berks

Andy Berks

Advisor

Andy has worked within the financial services industry since 1986 and with nearly two thirds of his time working within the offshore arena in various different locations around the globe, from the Middle East to South America and from Europe to Africa. Andy’s work has brought him in contact with a very large number of senior level executives and high net worth individuals assisting with building retirements and managing portfolios and has found this to be extremely rewarding.

As an experienced, successful and energetic senior wealth manager working within both the IFA and wealth management realm, he has an extensive range of skills and knowledge, across the Financial Services Spectrum.

He is a keen golfer playing as often as he can with a handicap of 10.

Bella Rossiter

Bella Rossiter

Administrator

Has strong administrative and support skills and has work experience from a variety of backgrounds. She is fluent in both Spanish and English having grown up in Spain. She is friendly, reliable, organized and hard working. Her interests include history, reading, music, drama and travel. She is currently taking a course to obtain a qualification in Finance and administration.

Catherine Ross

Catherine Ross

Administrator

Has been an Expat for over 15 years she has worked as a Pension transfer administrator for nearly 10 years, helping clients obtain information from their pension schemes. She is professional, considerate and extremely knowledgeable and always approachable and helpful she provides administrative support that makes transferring pensions stress free.

Prior to moving to Spain Catherine lived in London and worked for a PR company with extremely well know clients’, she enjoys spending her free time with family and friends.

Lesley Calder

Lesley Calder

Client Services

Wherever you live in the USA or Canada, we can give advice by phone, email or Skype.

Contact us today for more information.

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