If you are close to retirement age, consider restructuring your finances.
We specialize in UK pension transfers and tax-efficient investments.
Get in touch for a free consultation!
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We help our clients make wise financial decisions
when transferring their UK pensions overseas.
Effective initiatives for UK pension transfers
UK pension transfer advice on QROPS and SIPPs
QROPS and SIPPs are effective retirement planning options for UK pension transfers. As more individuals work or retire abroad, having a flexible solution that meets your needs is becoming increasingly important.
Offshore pension solutions for expatriates
Offshore pension plans serve as flexible investment vehicles for employees who move frequently and have worked in multiple countries.
Financial planning services
Managing your finances while living abroad can be challenging. To help you achieve your goals, we will conduct a thorough assessment of your needs.
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.
Non-UK pension schemes (QNUPS)
Find out if you are eligible to invest in a qualifying non-UK pension scheme. Which one could be more suitable to your circumstances?
UK pension transfer advice on QROPS and non-resident SIPPs
QROPS and non-resident SIPPs provide an effective retirement planning vehicle for UK pension transfers. 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.
Find Out more about Non-Resident SIPPs
Find out more about
QROPS pension plans
QROPS pension plans
Where would you like to retire?
Many people are uncertain about where they would like to retire. Tailoring pension planning advice to each individual's unique circumstances is essential. AXIS Financial Consultants can offer the necessary information to help you make this important decision. Regardless of where you decide to retire, your pension should secure your financial well-being.
200+
Happy clients
350 Cases
Including QROPS & SIPP Transfers
40M+
Funds Under Management
20k+
Average Tax savings
Offshore pension solutions for expatriates
Offshore pensions offer expats an alternative form of retirement planning. This flexible pension plan is ideally suited to mobile employees who have postings in different countries throughout their careers. One of the main attractions is that the individual can take the pension with them from one country to the next and continue to pay into it.
Find Out more about QNUPSHow AXIS Consultants can help you with your retirement planning
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Contact Axis Financial Consultants
We are available for either ‘telephone’ or ‘face-to-face’
consultations via Teams, Skype or Zoom.
Des Cooney
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
With over 30 years experience in the financial services industry. His main specialty is the transfer of UK pensions overseas for expats.
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Not convinced? Take a look at some of our case studies:
Hear what our customers say
To succeed as a financial planning advisor, you must build client trust and confidence. This is essential for long-term effectiveness and satisfaction. Here is some feedback from our customers:
“Phil is always responsive and efficient”
I first came across AXIS Financial Consultants in 2015 shortly after I'd left the UK (again!). It's been a real pleasure dealing with Phil in relation to my pension pot since then. Phil is always responsive and efficient, which made the admin more manageable when making transfers to my QROPS. I find him to be a knowledgeable sounding board when markets are challenging..
Simon Edwards
“Have done a good job”
AXIS Consultants have done a good job managing my portfolio over the last few years against the backdrop of a challenging investment environment. They are always available when I need to discuss my financial planning issues.
Manus Sweeney
“Be able to think outside the box”
I have had dealings with AXIS for eight years on both a professional and personal level. They manage my financial affairs and have shown themselves to be able to think outside the box and recommend strategies others may well have missed
Jonathan Pearson
“Replied swiftly and politely”
Providing professional and friendly advice to the international community as a free service, AXIS Consultants reply swiftly and politely. It is a pleasure working with Des and Phil; we have had very positive feedback from service users.
Jenny Allen
