If you are currently holding a QROPS, SIPP, investment plan, investment bond or insurance product, from the likes of Generali, Zurich, or Old Mutual International, and have lost contact with your original advisor, or have been unimpressed with your current advisor, we would be delighted to take over management of your plan with no transfer costs to switch to working with us.
You may also find that the costs associated with working with us are much lower than they have been with the firm that you were originally investing with.
As a UK head-quartered, and FCA regulated, financial services firm AES are a truly global, service driven, financial services group that puts its clients first – full stop. As winners of awards from the Financial and Sunday Times we operate all over the world.
We will normally have an initial, informal, discussion over the phone to see how we may best help you. Following on from that discussion we will then either fly out to see you or make an arrangement to meet with you in one of our global offices. Or, as is often the case in the 21st Century, conduct a review meeting via e-conferencing – which is very simple to organise and incredibly time efficient. What ever works best for you, works best for us.
Discover more about us
Who We Are
Find out more about AES International and how we’re well versed in supporting expatriates worldwide on all financial planning matters.
How We Work
Discover our process and why our motto “Protect First, Profit Later” is at the heart of everything we do.
Next Steps
Learn more about our typical process once you’ve made contact with us.
Giving Back
Discover our charitable schemes and the difference we make in the wider community.
Regulation
Maintaining high standards in relation to both providing you with financial planning, and in administering your financial affairs.
Seek a New Advisor?
AES are a truly global, service driven, financial services group that puts its clients first. Discover why we’re a good fit.