George Symes

Background

About George Symes

Left the UK and unsure what to do with your pensions, investments, or long term plan?I advise client living abroad on pensions, retirement planning, and tax efficient investing across borders.Most clients come to me with strong incomes and decent assets but face the same issues:1 Overpaying taxUK pensions, ISAs, and investments often sit unmanaged after a move abroad, creating unnecessary tax leakage and missed planning opportunities.2 No clear strategy?Uncertainty around whether to transfer pensions, keep them in the UK, move to a SIPP or QROPS, invest offshore, or simply hold too much in cash.3 Complexity and lack of timeCross border rules change. Tax treatment differs by country. Most expats do not have the time or desire to stay on top of it all.I provide clear, structured advice covering:UK pension reviews and transfersSIPPs and QROPSRetirement and income planningTax efficient offshore investingOngoing reviews and cash flow planningI am an Independent Financial Adviser with SJB Global, specialising in advice for former UK residents and expats. Advice is holistic, regulated, and fee based, with a strong focus on clarity and long term outcomes.