Harrison Brook

Harrison Brook Online is the leading international financial consultancy of expatriate financial services advice. Unlike most advisers on the Riviera, Harrison Brook work solely on a transparent fee based model of advice rather than commission.

Harrison Brook France & Online

There are so many things to think about when moving abroad. In order to manage the financialside of things without handing over large sums of money to the taxman, it is essential to obtainindependent and unbiased financial advice for your tax and financial planning. Harrison Brook is apan-European regulated financial and pensions advisor providing ongoing management and advice for all British & International expats in France and abroad, whether still at work or already retired.

Comprehensive financial advice:

Harrison Brook offers the full gamut of financial planning advice, including tax, property, international insurance, pension transfers, investment (capital growth & income) and wealth management. For those wishing to hold offshore bank accounts, we can provide the necessaryinformation to manage assets and cash cheaply and effectively. We can also assist with the purchase of international life insurance, designed to help protect those closest to you.

Retiring and managing your pension:

If you plan to live abroad or move around during your retirement, it can be confusing and costly to manage a large number of pension pots in different countries. We offer a full retirement planningservice designed to make your life easier and save you money. Harrison Brook can help you manage your UK pension transfer and ensure you are getting the best from your pension while living in France or abroad. An International Private Retirement Plan is just one solution that can help you make your pension tally with your transient lifestyle.

QROPS & SIPP Advice:

Schemes such as QROPS and SIPPs allow you to transfer and consolidate your UK pensionfund into one pension structure that is easy to manage, and saves you money in the long run. AQROPS, or a Qualifying Recognised Overseas Pension Scheme, is best for those planning tolive outside the UK for five tax years or more and not intending to return. A SIPP, or a Self Invested Personal Pension, is a great option if your intention is to spend long periods in the UK, or to eventually retire there. In some cases, it may be better to keep your existing pension plans in the UK, this is the importance of getting independent cross border financial advice.

How It Works - The ‘Harrison Brook’ Way:

To get started, all you need to do is fill out our easy online form to tell us a bit about you and your situation. A local advisor will then be in touch to arrange a no-obligation visit or meeting at a timethat suits you. As we learn more about you and your situation, we will carry out a financial analysis and make a series of suggestions depending on your requirements. As our valued client, you will remain 100% in control of all transactions.

Why choose Harrison Brook?

  • We work solely on ‘fee’ based model of remuneration rather than ‘commission’. This allows a client total control and transparency over the advice provided to them
  • UK Level 4 Qualified Financial Advisers
  • We are fully regulated under MIFID (France) and fully licensed under Freedom of Establishment (FoE)
  • Our advice is given to all expats in France, irrespective of where they live (through both one-on-one appointments and e-meetings)
  • If you move away from France in the future we will continue to offer our service, wherever you are living
  • Our products and service cover the full breadth of the international market

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