AXIS Consultants

Helping you make wise investment, tax and pension decisions.

QROPS, SIPPs and offshore pension solutions for expats

QROPS and SIPPs have become an effective retirement planning vehicle for the transfer of UK pensions overseas. As an increasing number of people are now either working or retiring abroad, it is more important than ever to have a flexible retirement solution that will cater for your needs. For further information on QROPS please download our free QROPS Guide

An additional retirement planning solution for expats is the use of offshore pension plans. This type of flexible pension plan is ideally suited to mobile employees who have postings in different countries throughout their careers. The main attraction of such pension arrangements is that the individual can take the pension plan with them from one country to the next and continue to pay into it.

Find out more about Offshore pension plans →

We can help you make the right decisions

About Des Cooney & Phil Loughton

Des is a Retirement Planning specialist with expertise in the use of QROPS and SIPPs for the transfer of UK pensions.

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Phil Loughton is a Pensions expert with over 30 years experience in the financial services industry. His main specialty is the transfer of UK pensions overseas for expats.

Our job is to help you invest your pension wisely.

We have been working for over 25 years in the overseas pensions industry and have helped hundreds of expats with their retirement planning.

“Our offer is straightforward, unbiased and transparent.  Our mission is to deliver customer satisfaction through the provision of sound investment advice.”

Where would you like to retire?

Some people do not know where they want to retire.

It is important therefore to tailor pension planning advice to an individual’s circumstances.  AXIS Consultants can help supply all the information you need to make this critical decision.

Wherever you decide to retire, your pension should take care of you!

What AXIS Consultants can do for you

Impartial and objective advice

AXIS Consultants are independent financial advisers.  This means that the we are not tied to any one financial institution and their products.

Tailored tax advice

Financial planning should take into consideration the tax legislation of the country that you live in or intend to retire to. AXIS Consultants offer clients the benefits of their experience in dealing with cross-border tax issues.

Value for money

AXIS Consultants are qualified financial advisers with many years of experience. The fees/commission charged for our professional services are kept as low as possible.

Fulfilling customer needs

Our job is to help you select the most appropriate retirement vehicle for your needs. In order to achieve this we will make a full assessment of what your needs actually are.

“AXIS consultants are great listeners and take into great consideration each profile they work with. The past few years have been rough for investments around the globe, and AXIS have proven their dedication and know-how by skillfully limiting losses and searching out new potential gains. I absolutely recommend AXIS for anyone who is interested in management of single or multiple currencies with specific short and long-term goals. It has been and remains to be a pleasure working with someone so available and able.”

– Lisa Carucci

Hear what our Customers have to say

From our Latest News

What to do if you hold suspended funds in your pension portfolio

Unfortunately, many investors have found themselves stuck with suspended funds in their portfolios which are often toxic. Some of these are massively discounted to discourage cashing out and eventually closed. Illiquid funds were relatively rare before the financial crisis of 2007/8, as the alternative fund management industry was generally only available to wealthy and experienced […]

UK pension transfers to the US

The imposition of the Overseas Transfer Charge (OTC) on certain QROPS earlier this year has narrowed the range of options for those considering UK pension transfers to the US. There is still a demand however from US citizens or foreigners living in the USA for an appropriate transfer vehicle. The good news is that this […]

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