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Financial Planning Services

Secure Your Financial Future. Start Planning Today.

Whether considering retirement, transferring your pension, investing for the future, or exploring property investment opportunities, AHR Group’s financial planning services will help you succeed.

Take the first step towards your financial goals today.

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Common Financial Planning Queries

How can I consolidate multiple UK pensions?

I'm interested in a bespoke investment portfolio

Am I paying excessive fees and charges on my QROPS?

I have a lump sum to invest in UK property

How do I plan for retirement while living overseas?

Financial Planning Services We Offer

Pension Transfer

Defined benefit, defined contribution, 401K rollover and superannuation consolidation.

Pension Transfer Services

Investment Management

Managed and bespoke investment portfolios.

Investing Services

Property Investment

Investment properties, Limited company incorporation and mortgages.

Property Investment services

Currency Transfer

International FX currency transfers.

Currency Transfer Services

NRI

Non-Resident-Indian advice service.

NRI Services

Why AHR Group?

Cross-border Expat Advisory

We are a cross-border financial advisory service that specialises in serving expats. Know that you’re in safe hands with our expert financial planning services, specifically designed to meet your unique needs and circumstances as an expat living abroad.

Our cross-border services are designed to help you navigate the complexities of managing your finances across multiple jurisdictions.

Our expert advisers can provide the guidance and support you need to make informed decisions and achieve your financial objectives.

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Fully Licensed and Regulated

We recognise the vital role of strict regulation and licensing in the financial advice industry. That’s why our advisers are all fully licensed and regulated to provide you with industry-leading and trustworthy guidance.

We work closely with regulators to ensure that our services are fully compliant and tailored to serve our clients’ interests best.

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Comprehensive Financial Planning

We offer full spectrum financial planning services to help you achieve your long-term financial goals.

Our expert advisers provide tailored solutions for pensions, investments, property, tax planning, and estate planning, ensuring that every aspect of your financial future is covered.

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Transparent Fees

We prioritise complete transparency when it comes to our fees. We understand that you want to know exactly what you’re paying for as you manage your financial future, so we clearly outline and explain each fee and what it covers.

This level of transparency helps build trust between you and your financial adviser, giving you confidence that you’re not being overcharged or taken advantage of.

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Financial Planning

Pension Transfer Services

All Pension Transfer Services

Investment Management Services

All Investment Management Services

Property Investment Services

All Property Investment Services

Other Financial Planning Services

Financial Resources

Our Financial Resources help you to make informed decisions for your financial, tax and estate planning goals. Start learning today.

Explore Our Resources
5
Pension
Hub

Your go-to resource for all things related to pensions. Find advice on pension transfer, lifetime allowance and CETV.
7
Property
Hub

Unlock your full potential as a property investor; access invaluable strategies, expert tips, and advice from successful investors.
1
Tax
Hub

The Tax Hub is your go-to resource for expat tax planning advice. Expert insights for global tax efficiency and compliance for expatriates.
3
Investing
Hub

Explore our investment materials, gain valuable insights from industry experts, and elevate your investment knowledge.
2
Financial
Calculators

Use our calculators to predict your tax liability, explore a pension transfer, and plan your estate to maximise your wealth.
3
Financial
Guides

Written by our industry-leading financial advisers, our guides cover specific subjects on pensions, tax, property, and retirement planning.

Financial Planning FAQs

Financial planning services are professional advisory solutions that help individuals create a comprehensive financial strategy.

These services encompass investing, retirement planning, risk management, pensions and property investing, ensuring a well-rounded approach to achieving financial goals.

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Speaking with a financial adviser during significant life events or when faced with complex financial decisions is wise. Key moments include starting a family, purchasing a home, receiving an inheritance, or planning retirement.

Additionally, seeking a financial adviser’s guidance can help manage investments, minimise taxes, and optimise wealth management, ensuring a sound financial strategy for the long term.

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Cross-border financial planning is essential for expats, who often have assets, income, or financial interests in the UK and their country of residence.

This specialised approach addresses the unique challenges and complexities of different tax systems, regulatory environments, and investment opportunities.

By utilising cross-border financial planning, expats can optimise their global financial strategies, ensuring compliance with international regulations and maximising growth potential while living abroad.

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