About us
Independent International Financial Advisers Since 1994
Built from the ground up for internationally mobile clients. Over three decades helping private clients protect, grow, and transfer wealth across international markets.
Our story
Built international from day one
Global Investments was founded in 1994. From the start, it was built specifically to serve internationally mobile clients — expats, high-net-worth investors and business owners who needed co-ordinated advice across tax, investment, property and protection.
This is not a UK domestic firm that added an international desk. We were built from day one to serve clients who live across borders — operating across Europe, the Gulf, South East Asia and beyond, wherever our clients are.
Over thirty-two years we have built deep expertise in the issues that matter to internationally mobile individuals: cross-border tax residency, QROPS and international pension transfers, offshore investment structures, residency and citizenship-by-investment programmes, and property acquisition across multiple jurisdictions.
Book a consultationOur reach
International reach. Advising globally.
Our international team gives clients access to one of the world’s most connected independent advisory practices — with deep knowledge of EU regulations, Middle Eastern investment requirements, and the UK expatriate landscape.
- ✓Europe & EU residents
- ✓UK nationals living abroad
- ✓Gulf & Middle East expats
- ✓South East Asia-based clients
- ✓Returning nationals planning re-entry
What makes us different
Independent advice built for international clients
Four things that genuinely differentiate Global Investments from the wider advisory market.
Truly independent
No product ties, no bank affiliations, no preferred-provider panels. Where a product pays us a commission, it never shapes our advice and is always disclosed to you. Our only interest is giving you the best possible advice for your individual circumstances.
Internationally focused
We are not a UK domestic firm that added an international desk. We were built from day one to serve clients who live across borders — expats, returning nationals, and globally mobile investors.
Coordinated advice
Tax, investment, property, protection and retirement strategy are interconnected. We bring the whole picture together in one firm — so nothing falls through the cracks between specialists.
Long-term relationships
Most of our clients have been with us for many years, and many have introduced their children to us. We believe in building relationships, not processing transactions.
Our services
End-to-end international advisory
We cover the full spectrum of international wealth management under one roof.
UK Pensions
QROPS, SIPP, DB transfer analysis and State Pension optimisation for UK nationals abroad.
Learn more →Citizenship & Residency
Second passport and residency-by-investment programmes across 18+ active jurisdictions.
Learn more →International Protection
Life assurance, critical illness and income protection that travels with you.
Learn more →Financial Planning
Wealth management, tax planning, estate planning and retirement strategy.
Learn more →International Investments
Global equities, structured products, discretionary management and alternative investments.
Learn more →Property Investment
International property investment — expert guides, listings and residency-by-investment advice for clients worldwide.
Learn more →How we work
A clear process from first contact to ongoing review
Initial consultation
A free, no-obligation conversation to understand your situation, objectives and priorities.
Needs analysis
We assess your current financial position, tax situation, existing policies and investment portfolio.
Strategy design
We design a co-ordinated strategy covering all relevant areas — investment, tax, protection and estate planning.
Implementation
We put the strategy into action, liaising with providers and jurisdictions on your behalf.
Ongoing review
Regular reviews keep your plan on track as your circumstances, markets and regulations evolve.
Our values
Three principles that guide everything we do
Independence
We are not owned by a bank or insurance group. Independence is not a marketing word for us — it is the structural foundation of everything we do. Our advisers are free to recommend the best solution, not the most profitable one.
Transparency
We explain how we are paid, what products cost, and how recommendations are arrived at. Clients should never have to guess whose interests an adviser is serving.
Long-term thinking
Wealth management is a decades-long endeavour. We take decisions with your long-term financial security in mind — not the quarter, not the market cycle, but the arc of your financial life.
Regulation & compliance
Independent, regulated, accountable
We take our regulatory obligations and professional standards seriously. Here is what clients should know about how we operate.
Regulatory framework
Global Investments operates as an independent international financial advisory firm. Our advisers are subject to applicable financial services regulation in the jurisdictions in which advice is provided, and we maintain compliance with relevant regulatory frameworks across the markets we serve.
Global Investments is not itself FCA-authorised. For UK pension transfer advice — including QROPS, SIPP transfers and defined benefit pension transfers — the regulated advice and written suitability report are provided by an FCA-authorised Pension Transfer Specialist we work with, while we coordinate the wider cross-border picture.
Our professional commitments
- ✓Independent, whole-of-market advice — any commission we receive is fully disclosed
- ✓Qualified advisers — holding professional qualifications in their fields of practice
- ✓Professional indemnity insurance maintained
- ✓Cross-border regulatory compliance across key jurisdictions
- ✓Client-first duty of care in all advice and recommendations
- ✓Transparent fee disclosure before any engagement
Important notice: Global Investments provides independent financial advice. Past performance is not a guide to future results. The value of investments can fall as well as rise, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change. This website does not constitute financial, tax or legal advice — please consult a qualified adviser before making any financial decision. Specific regulatory registration details will be published when finalised.
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Book a free, no-obligation initial consultation and find out how we can help with your international financial goals.
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