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Financial planning services for expats

AES International was founded in 2004 by former British military officers who, having served in the Household Cavalry Regiment of the Army, wanted to bring the ethics and standards of the military to an unregulated, obscure international financial services marketplace. Their aim was and continues to be to promote positive change in international financial services in order to deliver better outcomes for clients and advisers.

AES provide their partners with a wide range of support services which enable them to be the very best at what they do and deliver value added benefit the clients they serve.

Our financial planning services are tailored specifically for the needs of expat clients with cross-border needs. Our clients are often very unique in their requirements, depending on where in the world they live and their particular life circumstances; with such a variety of lifestyles and circumstances, a one-size-fits-all approach does not work.

Our bespoke approach considers the client’s needs in totality to devise a financial plan that will take care of different aspects of the client’s financial requirements. Each client works with a dedicated Private Client Adviser (PCA), who is their main point of contact and who delivers all services seamlessly. This PCA is backed by an extensive team at head office, who deliver a range of services, including investment selection, portfolio management, all aspects of administration and compliance.

As our clients are mainly expats living in international markets, the scope of services offered include multi-currency banking, savings and investments, retirement planning, insurance, mortgage advice, as well as access to tax advice, accountancy services and will-writing services.

Our success is built upon exporting UK best practice around the globe, a next generational, new model, team-based approach with an intense focus on delivering the very highest quality and most professional services.

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