• Qualified, experienced financial planning for expats - with no foul play.

    No matter who you are, or where you are, I can help.

Money isn't just currency; it's a storyteller, shaping narratives of our lives and dreams.

I have learnt that every financial decision weaves into the larger story of your life. Just as I use tales from my chicken coop to illustrate lessons and bring smiles, I apply the same narrative approach to finance, helping you craft a financial plan that reflects your values and aspirations.

  • Every move should be enabled
    and empowered by your
    financial plan.

Before you migrate.

“Don’t play chicken with your financial plan.”

Signature services.

INTERNATIONAL WEALTH MANAGEMENT

Focusing on simplifying the complexities of managing wealth across different countries, I work with you to minimise your tax burden and maximise returns.

RETIREMENT OPTIMISATION

My approach is tailored to ensure you attain financial stability and peace of mind as you approach or manage this significant transition.

UK TRANSITION TACTICS

Are you planning to leave or return to the UK? It’s crucial to organize your finances effectively during this crucial time, helping you avoid pitfalls and seize opportunities.

EXPAT EXPERTISE EXCHANGE

With robust qualifications and experience in the UK, USA, France and South Africa - and a deep understanding of expat financial needs, I can help you support your clients during their international transitions.

Just here for the jokes?

Written by my comedi-hen.

A hen’s favourite movie is always a chick-flic.

Chickens need to wake up with an alarm-cluck.

In the olden days, hens would always send letters in a hen-velope.

Michael Yuille is a master of egg-onomics.

You know it’s a bad hen if it lays deviled eggs.

The toughest chickens in the yard come from hard-boiled eggs.

Hens leave the coop through the eggs-it.

Chickens never tell jokes to their eggs, because they might crack up.

Chickens can jump higher than houses, because houses can’t jump.

These jokes are simply impeckable.

My latest blogs

No bad jokes. Just solid conversations.

Reflect on what has always been true

In so many of my chats with the lads at our weekly footie game, we often focus on what’s new, what’s trending, and what seems to be transforming overnight. Even when walking through our local village markets with my girls, we’re on the lookout for anything we haven’t seen before. It’s easy to get caught... Continue reading→

Looking ahead isn’t always about change

Morgan Housel’s Same as Ever is a refreshing reminder that while the world around us may be changing at breakneck speed, the core principles of financial success remain the same.  In a world obsessed with hacks, trends, and the latest tech breakthroughs, Housel asks us to pause and reflect on what truly drives wealth, stability,... Continue reading→

Don’t find yourself in a scramble!

Living here in the beautiful Tarn countryside of France, life has a rhythm of its own. Every morning, as the sun spills over the rolling hills, I step into the garden to check on our chickens—the beloved YuillesPoules. (Although, to be fair, it’s often raining!) Over the years, these clucking little philosophers have provided more... Continue reading→

Why clients work with me.

Living an international life can be exciting, but it also comes with its unique financial complexities. Having moved around the world with my own family, I understand the challenges of navigating different financial systems while trying to build a stable, fulfilling life.

As a UK-qualified Certified Financial Planner (CFP™), Chartered Fellow (Financial Planning), and Pension Specialist with over 15 years of experience, I work closely with clients across the UK, Europe, the USA, and throughout Africa. Whether you’re consolidating pensions from different countries, navigating complex tax landscapes, or ensuring your loved ones are protected, I’m here to help.

I’ve built my practice on straightforward conversations, a deep understanding of international finance, and a commitment to guiding clients towards clarity and confidence. It’s about making sure your financial plans support the life you want to live, wherever in the world that may be.

Let’s make sure your financial foundation travels as confidently as you do. Reach out, and let’s have a conversation about how I can help you protect, grow, and enjoy your wealth, no matter where life takes you.