Chartered International Financial Advice From
AES Wealth – Part of the AES International Group

Trusted by over 10,647 clients. Featured by:

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.

  • Fully Qualified – Chartered
  • Multi Award Winning
  • Fully Global
  • Fully Independent
“On a mission to bring you Positive Change”

Sam Instone, Founder & CEO

Switch Your Investments To Us

Do you already have an investment or savings plan, QROPS or SIPP, from such financial services organisations as Old Mutual, SEB, RL360, Friends Provident or IVCM, 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.

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.

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.

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.

Industry insights

Inheritance Tax Planning & Inheritance Tax Mitigation for Expats

Inheritance Tax Planning & Inheritance Tax Mitigation for Expats / Non UK Residents As Benjamin Franklin said, death and taxes are life’s only two certainties. Unfortunately, with inheritance tax, it’s possible for the two to occur simultaneously. To understand more about what you can do, today, to reduce the inheritance tax...

Continue reading

Quilter International EIB / ERB Review. Before Buying You May Find This Helpful

If you have been recommended an Executive Investment Bond, or Executive Redemption Bond, EIB, ERB from Quilter International, by an international financial adviser, you may be able to secure significantly lower costs by investing into the EIB, ERB via us. The Quilter International Executive Investment Bond is an excellent investment product...

Continue reading

Pension Access Options for Expats

What are the various options for accessing a pension pot?   If the time has come for you to access your retirement savings, then the good news is that there are a number of different ways in which you can do this. You certainly have a lot more flexibility in this respect...

Continue reading

Financial Advice At Retirement for British Expats

Why financial advice at retirement stage is so important   Whether you are a UK resident or an expatriate, it can be beneficial to consult a financial adviser at different stages of your life, for example when:   Saving for your retirement Investing to make the most of your capital Seeking to minimise...

Continue reading

Leave your details and we'll endeavour to get back to you within 30 minutes.

    Prefer to talk it over on the phone?

    +44 (0) 203 126 4043

    We’re available during UK business hours. If you prefer us to call you then leave your number in the form above and we will endeavour to get back to you within 30 minutes.

    Special Feature

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