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.

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


Nikki Grayson

Nikki Grayson

Head of Operations

Stephen Dempsey

Stephen Dempsey

Head of Sales

Sam Brookes

Sam Brookes

Financial Advisor