Tara Nelson Email and Phone Number

Simplicity Wealth Management was borne out of the collective ambition of experienced financial advisors seeking to challenge the status quo and, more importantly, the negative expectations associated with the industry. We specialise in helping expatriates in Europe and the Middle East achieve and understand their circumstances and needs while they are living and earning in cross-border environments, which can become complex. Our particular area of expertise is long-term wealth management, retirement planning and UK pension transfers. Our priority is our clients and ensuring that they receive sound, honest and appropriate advice, as well as curating lasting relationships. Operating under one of the world’s largest financial networks, Simplicity WM are able to offer wealth management solutions to help our clients reach their financial goals in a transparent, effective and safe manner. We partner with many of the most respected players in the marketplace to provide the most cost-efficient, relevant and safe solutions.I work alongside the Head of Wealth Management, focusing on client relationships and the daily processes of the firm.