Alan Copley Email & Phone Number

Experienced Qualified International Wealth Manager serving Expat Professionals living in Germany, Europe and across the world. A QROPS Specialist providing advice on UK Pension Transfers to both SIPPS and QROPS. Specializing in Tax efficient Offshore Investments for Retirement Planning and Providing for Children's Education costs, Recently added the Cyprus Securities and Exchange Commission (CYSEC) 'Advanced Certificate' to my International Qualifications. Austen Morris Associates Europe Ltd is a financial advisory company based in Frankfurt. We are part of The Austen Morris International Group of companies. Austen Morris Associates provides unbiased financial solutions across many jurisdictions to both private and corporate clients. We provide impartial wealth management and tax solutions to clients from many walks of life, locations and nationalities, our aim is to provide all our clients with the best quality of advice available in the industry. We are not tied to any particular organisation so no bank, life or investment company influences the solutions we offer. We place emphasis on handling clients’ affairs discreetly and responsibly and work internationally helping clients with UK pensions, investment strategies and reviewing existing investments or portfolios alongside tax planning with the help of our tax accountant and barrister. We pride ourselves on providing the highest levels of service possible with a no strings attached approach to creating tailored financial solutions.SPECIALITIESQROPS / SIPPS / UK Pension Transfers / Financial Planning / Wealth Management / Offshore Investments / Portfolio Management / Retirement Planning / Childrens Education Cost Planning / UK Tax Planning for returning British Expatriates / International Tax Planning.

Listed skills include Retirement Planning, Wealth Management, Pensions, Financial Planning, and 22 others.