Expats Philippines, do you live or plan to move to the Philippines? Looking for regulated international portable financial advice?
If you’re an Expatriate or International, living in the Philippines and you are looking for professional expat financial advice/planning we are here to help.
We are experienced and familiar with assisting expats in the Philippines, living and working outside of their country of origin, to address their individual financial planning and investment needs. We are cross-border international specialists, with advice provided globally from a UK regulated base.
What services do we offer?
Holding bank accounts offshore can make managing your money and assets, whilst you are overseas, easier to administer and gives you complete geographical flexibility. We can assist you with opening a range of current accounts offshore in any number of different base currencies.
International Private Retirement Plan, expats moving from place to place with this transient lifestyle goes very much against their retirement planning. It often prevents them from forming coherent financial plans over the medium-long term. Offshore portable retirement plans offer a great solution to the transient contractor who, just like their local counterpart, wishes to invest and make financial plans for his or her future. This geographically portable solution negates the inconvenience and disruption of needing to re-establish a new retirement plan every time you ‘country hop’. The plan stays in the same place while you move around, and it grows tax-free the whole time, in a tax efficient investment area.
Wondering how to transfer or consolidate your UK pensions (including UK frozen pensions) to the Philippines? We offer an international SIPP (Self Invested Personal Pensions) as a QROPS (Qualifying Overseas Pension Schemes) would be unsuitable for expats in the Philippines.
Do you already hold a QROPS and paying heavy charges? We can also assist with the transfer to a suitable low-cost SIPP structure.
By putting in place an effective, tax efficient, wealth accumulation international education savings plan you can address all the dreams and aspirations that you have for your children, with a much greater level of ease. You are not restricted from which country you can contribute or use the capital to withdraw/encash to pay for the education expenses. The plan stays in the same place while you move around, and it grows tax-free the whole time, in a tax efficient investment area. It can also be used to improve your retirement benefits for when you retire.
Are your family protected with international expat life, income and health insurance? Harrison Brook is committed to providing private security contractors with the cheapest route to buy international insurances.
Have you built up savings in your bank account? Fed up with low bank interest returns? We have a range of portable investment solutions available, ranging from fund platforms, flexible lump sum vehicles to portfolio bonds. Our portfolio management services are personalised to each client. Depending on such criteria as investment term and your attitude to risk.
Why do expats Spain choose Harrison Brook?
Specialists in dealing with expats
Products and services are provided globally from the world’s largest banks by multi-award winning UK regulated advisers
Solutions for the transient expat – perfect for clients who country hop or move around
Fee-Based not commission based. All fees disclosed to the client
No restrictions on client location
Regulated to the very highest levels, worldwide
Ongoing management/advice is provided quarterly
How do you get started and take the first step?
To learn more about financial advice for expats in the Philippines, try our revolutionary online advice service. Get started today for free, no obligation, financial analysis and information.
You can speak to one of our advisers instantly or schedule an appointment to understand how we can help you while you live and work in the Philippines.