What we do
Comprehensive International Financial Services
One firm for internationally mobile individuals and high-net-worth global investors — from pension planning and tax strategy to investment management, protection and second citizenship. Coordinated, independent, and built for lives lived across borders.
Our services
Six areas of international expertise
All delivered by the same firm — because the decisions are interconnected. A pension transfer changes your tax position; a new residency changes your estate plan; a property purchase changes your currency exposure. Treating them separately is how expensive mistakes happen.
UK Pension Planning
For UK nationals living abroad with legacy pension rights that need careful management. Our advisers work through QROPS and SIPP structuring, defined benefit transfer analysis, and State Pension optimisation — helping you consolidate and protect rights built over a UK working life without creating unnecessary tax exposure in your country of residence. Where a transfer requires regulated advice, such as a defined benefit transfer over £30,000, it is arranged through an appropriately authorised specialist.
Learn more →Citizenship & Residency
Second passport and residency-by-investment across 18+ active programmes globally — from Caribbean citizenship-by-investment to European golden visas and the UAE residency visa. We help you compare programme requirements, qualifying investment structures and processing realities, manage the application end to end, and think through the tax consequences of acquiring a new residency or citizenship before you commit to one.
Learn more →International Protection
Life assurance, critical illness cover, income protection and universal life insurance that travels with you across jurisdictions. Our team assesses the major offshore providers and structures cover that remains valid regardless of where you live — avoiding the gaps that arise when UK or domestic policies lapse upon emigration. Insurance brokerage is provided through our licensed partner entities, whose details appear on our regulatory page.
Learn more →Financial Planning
Wealth structuring, cross-border tax planning, estate planning, succession strategy and retirement income planning for internationally mobile individuals and families. We take a coordinated view across every area of your financial life — so investment decisions, tax structuring and succession planning reinforce rather than undermine each other, and so a move between countries does not quietly invalidate work done years earlier.
Learn more →International Investments
Global equities, structured products, discretionary management, digital assets, AI-focused funds and alternative investments. Our advisers help clients build diversified international portfolios with appropriate risk management — including offshore portfolio bond wrappers, which can offer significant tax efficiency for internationally mobile investors. Capital is at risk with any investment: values fall as well as rise, and you may get back less than you invest.
Learn more →International Property
Our dedicated property platform provides expert market guides, current listings and residency-by-investment insight for international property investors — with listings in the UK, UAE, Thailand, Spain, Bali, Egypt, Greece and Cyprus — connecting property acquisition with your broader wealth and citizenship strategy rather than treating it as an isolated purchase.
Visit property platform →Who we serve
Built for lives lived across borders
Domestic financial services assume you will stay put. Our clients rarely do — and the moment you cross a border, the assumptions behind a domestic plan start to fail: tax residency shifts, pension access rules change, insurance cover lapses, and investment wrappers that were efficient at home become liabilities abroad.
British expats
UK nationals abroad with pensions, ISAs and property left behind — and a tax position that changed the day they left. The sequencing of pension, investment and residency decisions matters enormously here.
Internationally mobile families
Households whose income, assets and children sit in different countries. We help align schooling, property, currency and estate planning across borders so each move strengthens rather than resets the plan.
HNW investors and business owners
Clients with meaningful capital who need institutional-quality portfolio access, bespoke structures, succession planning and — often — a second residency or citizenship as part of the same conversation.
People planning a move
The best time to plan a relocation is before it happens. Pre-departure planning around tax residency, pension access and investment wrappers routinely saves multiples of what it costs in attention.
Why independence matters
Guidance you can trust
Much of the international financial services market operates on commission — salespeople are paid by product providers to promote specific funds, insurance policies and investment platforms. This creates an inherent conflict of interest between the firm's income and the client's best outcome.
Global Investments operates as a truly independent firm. We are not owned by a bank, fund manager or insurance group. We have no product quotas, no preferred provider agreements and no revenue-sharing arrangements that influence what we put in front of you.
We are transparent about how we are remunerated. Before you engage us, you receive a clear explanation of how we will be paid for any product or service — whether by a fee agreed with you, by a commission from the product provider, or both — so there are no surprises.
Getting started
Three steps to a coordinated plan
Free initial consultation
A no-obligation conversation with one of our advisers to understand your situation, priorities and goals — where you live now, where you may live next, and what your money needs to do. No commitment required.
A written plan
A clear written strategy covering the relevant areas — coordinated across tax, investment, protection, property and estate planning — with the reasoning stated, so you can take independent advice on it before acting.
Ongoing support
Regular reviews to keep your plan aligned with changes in your circumstances, financial markets and applicable regulations — because an international plan that is not maintained quietly stops being a plan.
Common questions
Frequently Asked Questions
Is Global Investments regulated?
Global Investments is not authorised or regulated by the UK FCA. Regulated services are provided through our licensed partner entities — an EU insurance brokerage licensed in Cyprus and a Mauritius FSC-licensed firm for investment services. Full details, including licence numbers, are on our regulatory page. Where a matter requires UK-regulated advice, it is arranged through an appropriately authorised third-party specialist.
Do you give personal financial advice?
The information on this site is general and does not constitute a personal recommendation. Our advisers work through the options relevant to your situation; where regulated advice is required, it comes through the authorised entities above — and we always encourage independent advice before significant decisions.
How are you paid?
By a fee agreed with you, by a commission from a product provider, or both — explained clearly before you engage us. Where a product pays us commission, we disclose it, and it never determines what we put in front of you.
Where are your clients based?
Everywhere our services can lawfully be provided — with concentrations in the Gulf, Europe, South East Asia and Africa. Cross-border complexity is our normal working terrain, not an edge case.
What does a first conversation cost?
Nothing. The initial consultation is free, without obligation, and usually tells both sides quickly whether we can genuinely add value to your situation.
Talk to an independent adviser today
No obligation and no sales pitch. A straightforward conversation about your financial situation — pensions, tax, investments, protection, or citizenship — and whether we can help.
Start the conversation
Talk to an independent adviser today
No obligation. No sales pitch. A straightforward conversation about your situation and whether we can help.