Skip to the content
Cameron James Expat Financial Advice
Pensions
SIPP Transfer
QROPS Transfer
Final Salary Pension (DB)
Defined Contribution Pension Transfer (DC)
Investment
Retirement Planning
Education Planning
Lump Sum Investment
UK Expat Estate Planning Inheritance Tax (IHT)
Free Review
Our Costs
About Us
Meet the Team
Careers
FAQ
Articles
+44 20 3411 2575
Contact Us
Contact Us
UK Qualified Advisers | Experience
Fixed Costs | Transparent
Clients Globally | Trusted
EU MiFID II Regulation | Security
FCA Regulated Providers | Protection
Learn More
Prefer to speak with someone now? Call +44 20 3411 2575
I am looking for advice on…
SIPP & Pension Transfers
QROP Advice
Retirement Planning
Lump Sum Investing
Inheritance Tax (IHT)
Existing Policy Review
Digital Nomad
Other
Name
*
Number of UK pensions?
Select
1
2
3+
Email
*
Type of pension?
Select
Defined Contribution
Final Salary (DB)
SIPP
Not Sure
Phone Number
*
Rough Value?
Extra Info
Recent Valuation? Feel Free To Attach
Name
*
Where is your QROP located?
Select
Malta
Gibraltar
Guernsey
Other
Email
*
Date started QROP?
Phone Number
*
Rough value of your QROP?
Anything else you want to share
Name
*
Age you would like to retire?
Email
*
Planned retirement country?
Phone Number
*
How much could you save pm?
Anything else you want to share
Name
*
Your investment term?
Select
5 years
5-10 years
10 years +
Email
*
Amount considering to invest?
Phone Number
*
Investing for income or growth?
Select
Income
Growth
Mixture
Anything else you want to share
Name
*
What is your age?
Email
*
Country of tax residency?
Phone Number
*
Country plan to retire?
Anything else you want to share
Name
*
How many policies do you have?
Select
1
2
3+
Email
*
Value of your policies?
Phone Number
*
Last time policies updated?
Tick your providers:
Old Mutual
Generali
Zurich
Lombard International
Momentum
STM
FPI
Hansard Global
SEB
Sovereign
Concept
RL360
Other
Anything else you want to share
Name
*
Currently living in?
Email
*
Your age?
Phone Number
*
Areas to focus on?
Retirement Planning
Lump Sum Investment
Company Formation
Banking & FX
Anything else you want to share
Name
*
Currently living?
Email
*
Your age?
Phone Number
*
Number of UK pensions?
Select
Offshore Company Formation
Offshore Banking
Foreign Exchange
Tax Advice
Other
Anything else you want to share
Our Simple Advice Process
1. Your Requirements
2. Free Consultation
3. Your Advice Report