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

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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.

  • 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...

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International Group Pension Plan for Global Employers

As award winning International Financial Advisers, we arrange and manage International Pension Plans that allow you to provide portable and flexible pension solutions to your global employees. We take care of your International Pension Plan needs, in order that you can focus on attracting the very best global talent for...

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Changes in Malta Rules QROPS 2019. 2021 Update – Contact Us Today If These Changes Have Affected You

2021 Update. If you've been told that you must appoint a Discetionary Fund Manager to your QROPS (DFM), contact us today to understand all of the DFM options available to you.   On the 1st of January 2019, substantive rules changes came into affect concerning the investment management of Maltese QROPS (Qualifying...

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2021 International SIPP (Self Invested Personal Pension) – Pay 0% UK Tax Worldwide

International SIPPs - Pay 0% UK Tax, Globally Non UK residents, who are looking to consolidate their UK pensions, whilst resident outside of the UK, will often choose to transfer to a QROPS (Qualifying Recognised Overseas Pension Scheme) as it is believed that a QROPS will offer the best outcome in...

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Transfer QROPS back to a SIPP – Transfer QROPS to Different Jurisdiction – 2021 Update

With the regulatory landscape for QROPS (Qualifying Recognised Overseas Pension Scheme) changing, even more so now that the UK has left the EU, it's quite understandable that those who had transferred to a QROPS are now questioning whether it actually makes more sense to transfer their QROPS back to a...

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    Special Feature

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