Lisa was nominated as a Top 100 Financial Advisor in 2020 and was listed as number 9 in North America.

Alex splits his time between Europe and the US and focuses his advice on US resident clients where he is licensed to provide investment advice via the SEC.

Mark started practicing in 2018. His focus is serving the British ex-patriot community, where his experience and skill set make me him an ideal fit for his clients.

John’s experience in dealing with all types of pension schemes both large and small, place him in the ideal position of offering you impartial advice based on what is the most suitable option for you.

Tracy has experience as both an advisor and business owner