We have helped a wealth of clients achieve their financial goals, let us help you!
UK PENSION TRANSFERS
SIPP OR QROPS?
Achieve true diversification
GLOBAL HEALTH INSURANCE
Solutions for schools
Tailor your plan
Who we are
Speciality Advice Ltd was founded with the goal of facilitating access to beneficial financial advice and solutions, including pension transfers, for UK expatriates, and worldwide individuals.
Today, our business comprises of two key components in maintaining long standing relationships with our UK expatriates and worldwide clientele, whilst also offering ongoing financial advice designed to help companies, international schools, and individuals to arrange their finances in the most secure, and profitable ways.
UK Pension Transfer Advice
We specialise in providing financial advice to UK expatriates, and worldwide individuals, who possess UK pensions. Our aim is to help clients get the most out of their pension assets ensuring that they are arranged in the most secure, profitable, tax-efficient and often flexible ways. This may involve, for example, facilitating a pension transfer from a UK based institution to the likes of a QROPS (Qualifying Recognised Overseas Pension Scheme) or even to a flexible and accessible SIPP. We guide our clients through the decision making process, helping you to determine whether a QROPS or SIPP is best suited to your individual needs. Having received all relevant information so that you feel that you are able to arrive at an informed decision about how best to proceed, we then assist you in facilitating your pension transfer from the UK to the most appropriate QROPS or SIPP in line with your requirements.
As a leading advisory firm, with origins in place for over thirty years, we are able to provide our clientele with access to many of the most specialised and well-reputed financial institutions in the international marketplace, with solutions specifically matched to the individual client.
If you are a UK expatriate, or worldwide individual, wishing to discuss your own requirements for a UK pension transfer, or you simply require independent financial advice from our experienced advisors, please feel free to get in touch.
Code of Conduct:
Being in an offshore environment, we feel it important that while clients are away from home they experience the highest standards in terms of ethics, integrity and professionalism which they have no doubt become accustomed to in their country of origin.
In terms of day-to-day practice, Speciality Advice Ltd stipulate that our professionals should conduct themselves at all times, in a manner that is befitting to their membership under The UK Personal Finance Society’s (a branch of the Institute of Chartered Insurers) Code of Ethics. These are a set of principles by which professional advisers should conduct themselves in all business related matters such as "acting with the highest ethical standards and integrity" and "acting in the best interests of each and every client". This helps us to ensure that standards are maintained. http://www.thepfs.org/code
What we most appreciated about our adviser was his patience to try and understand our circumstances before making any proposals.
Many thanks for all of the hard work and dedication. We look forward to continuing to work together over the course of the future
It is my pleasure to take this opportunity just to thank the team at Speciality Advice for looking after us so well,
We have helped a wealth of clients achieve their financial goals, let us help you
Please note that information given on this site is not intended, nor should it be taken, as any form of specific advice.
Information which appears on this website has been collected from various sources, and is believed to have been correct at the time of publishing.
There can be no guarantee as to the performance of investments, and funds may both rise and/or fall in value.
Speciality advice Ltd act as either partners, or introducers, enabling clients the access to regulated advice via fully regulated entities depending upon their residency, needs or circumstances. Regulated jurisdictions include the United Kingdom, the EU - including fully regulated MiFID II investment advice, Markets in Financial Instruments Directive, and other geographical locations.