Our team

Our skills and experience cover a number of different relevant and varying fields and backgrounds which all assist in the entire seamless service we provide to our clients. Whilst allowing us to provide our specialist services at the highest level, it also means that we understand your financial issues on emigrating and can work out the best possible strategies available to you.

Our team's background includes the following:

Financial Advisory - Our main specialists have in excess of 15 years experience each across the international financial systems. Each of our UK based specialists is G60 qualified - Advisers without G60 are not permitted to advise in the UK on UK final salary pension transfers.
Actuarial – Our staff include specialist pension Actuaries qualified in both the UK and Australia. The Actuarial profession is also recognized in New Zealand. What is an Actuary and why is it important on emigrating?
Immigration – We do not offer any form of visa or migration processing services however we hold strong knowledge of the Australian and New Zealand visa processes and have had staff with a background in migration.
Pensions & Superannuation
Customer service
Administration
A seamless service at the UK, Australian and New Zealand ends

Our team

PRISM XPAT - 78a Ock Street, Abingdon, OX14 5BZ

Meetings around the UK including London, Oxfordshire, Bristol, Glasgow, Leeds and Manchester

Tel: +44(0) 845 450 4004
Fax: +44 (0) 8700 941440
Contact us

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.