Returning Overseas Client Services
Whether or not you are returning to the UK having worked abroad or if you have relocated here it is important to take professional advice on your wealth management needs. Fidelius is ideally placed to help you since our Financial Planners are trained and experienced in this specialist area. We will put you and your family at the centre of all that we do, the starting point will be our initial assessment of your needs.
Protecting You and Your Family
We will review your existing plans including any relevant company benefits to ensure you have at least adequate protection for you and your family. We will recommend your income is protected so that there is no short fall if you are ill as well as covering your mortgage and other debts (as a minimum). This will include protecting you against any critical illness. Life Insurance is affordable and inexpensive in the UK so we will recommend the appropriate levels to protect you and your family.
Pension Review
At Fidelius, we can help you properly address the hurdles which come with planning financially for your retirement.
The options available for retirement and taking benefits have multiplied, often leaving investors with a basket of different pension arrangements, each with a different set of rules. When combined with international mobility and today’s highly mobile workforce, the need for specialist expertise is essential to help investors navigate their finances through a complex web of local and international regulatory structures and tax laws.
How does it work?
If you are living abroad, a Fidelius pension professional will also be able to guide you through all the complicated legal and tax hurdles and currency risks associated with moving a pension overseas.
If you are receiving advice on transferring your pension benefit in the UK, you should make sure that you seek the help of a specialist. Fidelius has a dedicated team of highly qualified and experienced practitioners together with access to the latest analysis software, actuarial support and advisory tools. This will ensure that you receive the most comprehensive analysis and the sound financial advice you require.
Consolidation of overseas financial planning and investments, tax efficiently
We'll help to consolidate all of your overseas financial affairs, in the most efficient way possible.
International Help With Your Mortgage Needs if you are Buying in the UK
Our experts have first-hand knowledge of International mortgage advice for UK expats living abroad and will process an application swiftly and efficiently. We also specialise in mortgage advice for non-UK nationals who want to buy property in the UK. We have access to lenders that consider mortgage applications from British and non-British passport holders based overseas on either a individual or limited company basis.
- Fully independent with more lenders and more choice
- Access to competitive and creative lending terms to suit our clients needs
- Pre-qualification of application at no cost
- No hassle chasing overseas lenders
- Strong understanding of lenders needs and how to achieve success quicker
Our key objective is to match competitive rates to a high level of personal service for customers who wish to finance their overseas property with an overseas mortgage. It is essential to understand there are considerable differences between overseas mortgages and the more traditional option of raising finance on UK properties.
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