2nd Floor, Pew Hill House Pew Hill Chippenham , WiltshireSN15 1DNUnited Kingdom
Cross Border Financial Planning specialise in providing financial advice to globally mobile individuals that have assets in the UK. They provide a broad range of financial planning services to clients around the world which are primarily focussed on pension, investment and protection planning.
Their recommendations are sensitive to the cross border tax and legal issues and their advice is often joined up with tax and legal specialists in these fields. Their core services include UK pension and investment planning for non-UK divorce cases, Qualifying Recognised Overseas Pension Scheme (QROPS) and Qualifying Non-UK Pension Scheme (QNUPS) planning, UK - US planning and UK -Australia planning.
They have cross-border financial planning partners in the US and Australia that they work very closely with to provide their clients with a holistic solution.