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AES Adviser is part of award-winning AES International

More than anything, we are passionate about what it is that we do. As part of an Award Winning (Financial Times New Breed Advisor Award, Virgin Fast Track, Money Marketing) Chartered global Financial Services company, we set the bar in the measurement of client satisfaction levels.

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Switch Your Investments To Us

Do you already have an investment or savings plan, QROPS or SIPP, from such financial services organisations as Utmost, RL360, Friends Provident, Ipensions or Momentum Pensions, which is not being pro-actively managed with a below expected level of performance? Perhaps your adviser has moved on and you have, as a consequence, lost contact with him or her.

MANAGE EXISTING INVESTMENT

QROPS & SIPPS

Making use of QROPS (Qualifying Overseas Pension Schemes) or SIPPS (Self Invested Personal Pensions) to allow for the transfer, and subsequent management, of UK pensions to personal pension structures is becoming increasingly popular by those who have built up UK pensions and are now living away from the UK.

QROPS & SIPPS

Investments

Whether you would consider yourself to be ultra risk averse, someone that likes to take a bit of risk, or an investor that is willing to accept higher levels of volatility for greater levels of return, we assist our clients with all manner of investment solutions. All designed to get your hard earned money working harder for you.

INVESTMENTS

Retirement Planning

Planning for retirement is about making use of gainful, cost effective, pension solutions to ensure that you retire when you want to. Many are coming into retirement only to wish that they had better planned for this inevitable event. Getting your retirement planning in order, and making use of a Portable Retirement Plan, will get you where you need to be.

RETIREMENT PLANNING
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Industry insights

Investments for Australian Expats

Tax Efficient Investments for Australian Expats in the UK

20 Mar
Opportunities for Australian Expats in the UK In light of recent modifications to superannuation contribution caps, withholding tax regulations, and the nullification of the Capital Gains Tax (CGT) 50% concession on Australian property for Foreign Investors, it's hardly surprising that Australian expatriates are exploring diverse alternatives to accumulate and safeguard their...

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Expert Advice, Financial Advice for British Expats, IHT Expats, IHT mitigation, IHT non UK Domiciles, IHT planning for Expats

How Can I Reduce my Liability for Inheritance Tax?

25 Feb
How Can I Reduce my Liability for Inheritance Tax? Dodging the Inheritance Tax Bullet: IHT Mitigation Strategies for UK Residents and Non-Residents. An Amusing Inheritance Tax Tale Once upon a time, a wealthy British entrepreneur named Sir Pennywise decided he had enough of the UK's steep inheritance tax. So, he hatched a...

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    Changes to legislation means your pension fund can now be passed to your family - get financial advise for the oil & gas industry.