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  • We are the leading wealth management group specialising in the creation of tailor-made

  • tax and estate planning solutions for British expatriates living in France, Spain, Portugal, Cyprus and Malta

  • We are the leading wealth management group specialising in the creation of tailor-made

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About Us

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Principals Overview

John Stone, Chairman

John’s financial services career spans over 40 years.

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John Simmonds, Chief Executive

John has a long history of involvement in the financial services industry.

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Michael Pace Balzan, Finance Director

Michael was born in 1978 and qualified as a Chartered Accountant in 2000.

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