Our Services

Helping you achieve financial success

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Financial success feels different for everyone. Whatever it means to you, we believe success comes from having a financial plan that supports your life goals, and is flexible enough to cope with change throughout your financial journey.

We help our clients, and their families, enjoy their wealth by making better financial decisions. We do this by using state-of-the-art financial planning technology combined with decades of experience working with expats. 

United Advisers Group are Independent Financial Advisers, or IFAs for short. This means we have a responsibility to offer you the best advice that meets your needs, goals and interests. Because of our independent status, you will always hold a direct relationship with the financial institutions with whom you choose to invest. 

Every Financial Planner in our team is a trained IFA and have their respective financial qualifications for their countries of residence. 

We have dedicated teams for each of our services, such as international pension transfers, lifestyle financial planning and Swiss pillar 3 pensions, as well as resources to help you better understand our services and their respective advantages. 

“It’s the personal touch I enjoy. The ability to talk to someone I know and who knows me. Also the high level of expertise that’s available”

Our services charter explains in detail how we work with clients.

How to find the right service for you

The best solution for you will depend on a number of factors such as:

  • your nationality
  • your country of residence and tax jurisdiction 
  • where your savings and investments are held
  • your desired retirement location
  • how far you are from retirement.

Your circumstances will always dictate which service is best suited to your needs. This is why we recommend starting with a documented financial plan, to take stock of your current situation, before selecting a specific service. 

For example, you may be convinced that a QROPS is the right solution for you. However, this is not always the right option for expats as it depends on a number of factors.

Selecting the right financial service, and the right provider, is an important decision. Take your time to meet with multiple IFAs to understand their ethos and to ensure that the relationship is the right fit. It is essential to work with someone you trust.