Advancing your career can seem more interesting than financial planning for many expats, however, you may have a “sleeping giant” in your bank account – savings that have been quietly growing, but sitting in a bank account with zero returns.
The Association of British Insurers (ABI) estimates that more than 1.6 million pension pots worth £19.4bn are “lost” – the equivalent of £13,000 per plan. Source: The lost £19bn: how to trace those forgotten pension pots
Most expats know that their money could be working harder for them, however after a few international moves, you may have also lost track of exactly where all of the pockets of pensions, savings, and other investments are or have simply not had the time to follow up.
Stein can help you become ‘’Financially Well Organised’’, making the most of your existing provision – maximising your wealth so it’s there to help you achieve your personal goals.
You may be able to benefit from reduced tax liability, increased flexibility, lower and transparent charges coupled with greater growth potential.
You will have the option to select an asset management strategy including our ESG sustainability model, that best reflects your risk level and growth & income requirements. You will work with your Managing Partner to construct a bespoke asset management plan that fits your needs.
Click the link to book a quick, no-obligation chat with a managing partner today: Initial Discussion – Rob Allen
