We are a branch of AES International – www.aesinternational.com authorised and regulated by the UK Financial Conduct Authority that advises expatriates worldwide on all financial planning matters including retirement planning, savings and investment, insurance, pension transfers and generating income, from wealth accumulated, to support retirement.
AES International is headed by CEO Mr Sam Instone. Sam is responsible for helping the organisation to achieve its corporate mission of introducing positive change to international financial services. He believes this is best done by exporting UK best practice, training and competency, systems and controls, the highest standards of professionalism and best technology platforms to the rest of the world.
A graduate of King’s College, University of London, Sam served as a British Army Officer within The Household Cavalry Regiment (The Life Guards). He is a member of The Institute of Financial Services, The Chartered Institute of Insurance, the Personal Finance Society, the Institute of Personnel and Development and the Skinners Livery Company.
A keen tennis and chess player, he lives in central London with his wife and family.
AES International was founded upon the principles of integrity, transparency, tenacity and the focus on building long term relationships with its clients – of whom AES refers to as ‘Partners’. Here at AES we strive to achieve the very best for all of our clients in all that we do, whether that is assisting you with getting money in the bank working harder for you, or putting in place a plan to allow you to address your Retirement Planning goals.
As a market leading international financial advisory group, we draw upon many decades of experience in providing bespoke financial planning solutions to a wide variety of differing nationalities with an even wider array of financial planning needs.
Regulated to the very highest levels, worldwide, working with us you can rest assured that you are in safe hands.
What Sets Us Apart?
We believe that if you are being advised on your financial affairs the person doing the advising should be amongst the most highly qualified in the industry. To this end, all of our advisers are qualified to exemplary levels.AES’s rigorous recruitment and selection process ensures that all of our advisers are able to demonstrate a long term track record of excellence within their professional financial services career.
Our own professionals are regular contributors to the television, radio, print and online media with the contribution of informed and attention-grabbing financial articles. You can read examples of some of this content within our own articles section
Professional To The Core
As well as our individual advisers being members of professional associations AES, in its own right, is a member of various different professional financial associations including the Personal Finance Society, The Chartered Insurance Institute and The Securities Institute (Investments).
Commitment To Service – A Genuine Care for Our Clients
Excellence in client relationships is at the core of all that we do. Please have a browse through our testimonial page to understand exactly what our clients perception of our attention to service really is. The customer comes first and that’s that.
Completely Transparent on Charges
Within AES we can work on a fee or commission basis. Whether we work for you by charging a fee or receiving a commission from a provider you can expect complete transparency when it relates to the way in which we are paid. There will never be any unexpected fees or charges from us.