Global Team

Our Global Team

 

Darion is supported in the UK by a team of UK, Australian and New Zealand nationals.  The whole team has a wide rage of skills and experience ranging from Australian based financial advice to in-depth experience in pension transfer administration and financially based immigration issues.  

In Australia and New Zealand, through affiliate relationships, we work with a team of over 400 well trained and experienced independent financial advisory professionals – who provide a full range of services and have extensive experience in dealing with emigrants and expats.  

To provide you with the best possible service, the UK, Australian and New Zealand based teams correspond on a daily basis to ensure that all client information is up to date and progressing smoothly. Regular cross border monthly meetings between the international advisory teams are held to ensure that any key changes in legislation are discussed and can be included in the advice we provide you-to ensure your financial position continues to be optimised. 

Having a strong presence in each main capital city allows a seamless cross border service to be provided so that you are properly looked after and can speak with someone face to face. It’s useful to know that you will always have someone to assist you even if you may be based in one country, but your assets are in another.





For Investment Planning we make recommendations based upon the Whole of Market. The levels and bases of taxation are subject to change. Information provided on this site in relation to tax, pension & Investment issues in both Australia and New Zealand is based upon our current understanding. Related legislation and tax rates are subject to change at any time by the respective governments and authorities of both countries. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. PRISM XPAT is a trading style of Xpat Limited which is authorised and regulated by the Financial Services Authority. Xpat Ltd is entered on the FSA register under reference 459255.


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Now available for meetings across the UK, Australia and New Zealand