Allan has been my financial advisor for several years and helped me navigate my financial planning when moving from the U.K. To the Cayman Islands (and back again!), where I started as an Associate at a local law firm and later progressed to Partner. At each stage, Allan helped me keep focused on my overall retirement planning strategy while giving sound financial advice and recommendations on how to maximize on my retirement savings, while considering tax efficient investment vehicles suitable for UK Expats.

I started dealing with Allan in 2018 after my previous advisor left my portfolio unattended after the initial sale. He was able to help me increase my returns by 3%pa by cutting out fees and commissions that were not obvious to the untrained eye. My portfolio has since performed in accordance with our expecations, and he has put my mind at ease through two major market downturns, each time helping me remain committed to the long-term strategy while revising the high-quality assets held in my portfolio. His experience, ability to listen to me and tune in with my feelings was key to my portfolio's performance.

I was recently recommended to Allan by a friend of mine and have been extremely happy with the care and attention I have received. Allan took the time to carefully understand my needs and objectives, both personally and financially, and made recommendations that allowed my personal and financial life to align according to well thought our milestones and goals. I especially liked the technology used which allowed me to see my entire financial portfolio and financial position in an understandable way

I recently consulted Allan relating to a dispute with my previous wealth manager relating to undisclosed charges, unfair commissions and poor investment performance. The entire interaction was highly professional. He helped me stay calm and made suggestions on how to mediate and resolve the complaint. His recommendations were used, and I was able to resolve the complaint to my satisfaction. I was especially encouraged that his advice was clearly supported by evidence, legal references and his own opinion in context of generally accepted ethical principles, helping me separate out facts from subjective issues.

Allan helped our family based in the USA, Switzerland and Thailand take care of my sick father's estate and legacy planning. Our father was living in frail care before his death in Thailand. While still alive, Allan was able to remain hyper focused on the urgent timing of the matter, helped us stay focused, and tailored solutions and recommendations that helped us avoid legal and probate costs, reduce taxes, and he assisted in distributing my late father's assets in lightning times by helping us reconsider the investment structures, setting up a trust, reviewing and adjusting his Will to help avoid unnecessary taxes by making use of various allowances our lawyer and tax consultant hadn't thought about. This was clearly not his first time helping a family plan for the inevitable while helping us while we grieved. His understanding and knowledge of regulatory, procedural and tax issues across all jurisdictions was abundantly clear from the first meeting.