We Protect + Grow Your Money

Offshore Investment Brokers are the go to for Expats living abroad.

Retirement Aspirations Sorted?

Is it time for a pension review?

Our Mission: To provide First Class Personal Financial Advice Services and Products that maximize the advantages of working and living offshore.

The process begins with a conversation.

Are you ready to talk to a team with a wealth of experience and who care?

How Can We Assist You?

Retirement Planning?

You deserve a good retirement. We can help you secure your retirement today.

Pension Transfer?

We have the experience and knowledge to save you up to 55% of unnecessary taxes.

Capital Protection?

Let us explain how we can help you protect your investments in volatile markets.

School Fee Planning?

We can help you prepare for the costs of a good education.

OIB News

Stay up to date with News, Insights & Events.

What is up with the Stock Market

What is up with the Stock Market

In recent days, more and more people have been saying “seriously, what’s happening with the stock market?” as the levels of major equity indexes just don’t seem to align with the devastation  of the real economy. It really is astonishing: the S&P500 is off just...

Thoughts of Steve

Thoughts of Steve

I have typed this email as I sit in my little office in lockdown in Spain.  The coronavirus situation here is pretty dire and over the last few days  Caroline has joined a voluntary support group making much needed face masks for the health services here and...

What 2020 may bring for investors

What 2020 may bring for investors

Just over a year ago , in the final quarter of 2018, we were witnessing  a synchronised slowdown in global growth and a current downturnin equity markets, which meant investors were entering 2019 in a downbeat mood. Nevertheless, we still expected that equities would...

Who We Are

Innovative Offshore Brokers Supporting Expats

Our goal is to provide you with exceptional service and the opportunity to maximise the tax-free savings and investments you can achieve through your expat status.

We use the collective knowledge and experience of all our advisors to select the right products that match your financial circumstances and goals.

Protection & Security

Protecting Your Privacy

We partner with leading asset management firms, many operating within the Isle of Man which has an outstanding reputation for investor protection and security.

We constantly research and meet with firms to ensure we are always offering the best products at services at all times.

Meet Our Team

Will Brodie

Will Brodie

Director

Nikki Grayson

Nikki Grayson

Head of Operations

Stephen Dempsey

Stephen Dempsey

Head of Sales

Sam Brookes

Sam Brookes

Financial Advisor