About us

aboutus_ven_3We help expats

United Advisers Group provide inspirational and innovative financial planning and wealth management advice to clients all around the world. We work with professionals who live and work internationally to help them achieve a secure and enjoyable financial future.

Inspirational advice

Our job is to get you motivated about improving your personal wealth. We believe the way to do this is through inspirational advice and sound financial reasoning.

We know you, your families and what your future goals are. UAG is always there to support you through the many shocks and surprises that life invariably throws.

United Advisers Group is not a transactional brokerage. We are here to hold your feet to the fire and ensure that your financial health is as strong as possible to help you plan for the future you want.

Innovative approach

We are the only European Independent Financial Advisors (IFAs) who use Truth, the market-leading software for cashflow modelling. Adapted specifically for our client base, this innovative software allows us to deliver a personalised financial planning experience. Using the software, we can generate recommendations that combine your secure data and our years of expertise. 

This approach to financial planning requires commitment. Much like joining a gym, it is not the simple act of signing up that transforms your situation; you need to commit to see long-term results. Our clients become valued partners as we support them on every step of their financial journey. Our international presence means we can accompany you wherever the future takes you. We currently have offices in Switzerland, Madrid and Luxembourg.

Straightforward explanations

We keep things simple. 

Using our leading-edge software, we can run multiple complex financial scenarios for your situation but present them in a simple yet meaningful way. We find the best solutions for complex situations appear simple when they are managed well. 

When you work with us, you will have a dedicated Financial Planner. Many of our clients have had the same Financial Planner since they joined UAG and we are proud of our long-term client relationships.