Established 1994

About us

Independent International Financial Advisers Since 1994

Built from the ground up for internationally mobile clients. Over three decades helping private clients protect, grow, and transfer wealth across international markets.

32+
Years in operation
Global
International client reach
18+
Citizenship programmes
1994
Year founded

Our story

Built international from day one

Global Investments was founded in 1994. From the start, it was built specifically to serve internationally mobile clients — expats, high-net-worth investors and business owners who needed co-ordinated advice across tax, investment, property and protection.

This is not a UK domestic firm that added an international desk. We were built from day one to serve clients who live across borders — operating across Europe, the Gulf, South East Asia and beyond, wherever our clients are.

Over thirty-two years we have built deep expertise in the issues that matter to internationally mobile individuals: cross-border tax residency, QROPS and international pension transfers, offshore investment structures, residency and citizenship-by-investment programmes, and property acquisition across multiple jurisdictions.

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Our reach

International reach. Advising globally.

Our international team gives clients access to one of the world’s most connected independent advisory practices — with deep knowledge of EU regulations, Middle Eastern investment requirements, and the UK expatriate landscape.

  • Europe & EU residents
  • UK nationals living abroad
  • Gulf & Middle East expats
  • South East Asia-based clients
  • Returning nationals planning re-entry

What makes us different

Independent advice built for international clients

Four things that genuinely differentiate Global Investments from the wider advisory market.

Truly independent

No product ties, no bank affiliations, no commission arrangements with fund managers or insurers. Our only interest is giving you the best possible advice for your individual circumstances.

Internationally focused

We are not a UK domestic firm that added an international desk. We were built from day one to serve clients who live across borders — expats, returning nationals, and globally mobile investors.

Coordinated advice

Tax, investment, property, protection and retirement strategy are interconnected. We bring the whole picture together in one firm — so nothing falls through the cracks between specialists.

Long-term relationships

Most of our clients have been with us for many years, and many have introduced their children to us. We believe in building relationships, not processing transactions.

How we work

A clear process from first contact to ongoing review

01

Initial consultation

A free, no-obligation conversation to understand your situation, objectives and priorities.

02

Needs analysis

We assess your current financial position, tax situation, existing policies and investment portfolio.

03

Strategy design

We design a co-ordinated strategy covering all relevant areas — investment, tax, protection and estate planning.

04

Implementation

We put the strategy into action, liaising with providers and jurisdictions on your behalf.

05

Ongoing review

Regular reviews keep your plan on track as your circumstances, markets and regulations evolve.

Our history

Three decades in the making

Key milestones in Global Investments’ growth from 1994 to an international firm serving clients in 40+ countries.

1994

Founded with a mandate to serve internationally mobile private clients across investment, tax and protection.

2001

Expanded operations to Dubai, establishing a team to serve Gulf-based expatriates and HNW investors across the Middle East.

2005

First clients in Thailand and South East Asia — beginning our long-running work with expats and investors in the region.

2010

Citizenship and residency planning division launched, as demand for second residency and passport programmes grew sharply.

2015

Property division established, providing structured guidance on international property investment for clients worldwide.

2020

Launched digital tools suite — giving clients online access to calculators, planning guides and market intelligence.

2024

Expanded advisory capability across Europe, Middle East and South East Asia with a broadened international team.

2026

International team now advises clients in 40+ countries — our largest and most geographically diverse client base to date.

Our values

Three principles that guide everything we do

Independence

We are not owned by a bank or insurance group. Independence is not a marketing word for us — it is the structural foundation of everything we do. Our advisers are free to recommend the best solution, not the most profitable one.

Transparency

We explain how we are paid, what products cost, and how recommendations are arrived at. Clients should never have to guess whose interests an adviser is serving.

Long-term thinking

Wealth management is a decades-long endeavour. We take decisions with your long-term financial security in mind — not the quarter, not the market cycle, but the arc of your financial life.

Regulation & compliance

Independent, regulated, accountable

We take our regulatory obligations and professional standards seriously. Here is what clients should know about how we operate.

Regulatory framework

Global Investments operates as an independent international financial advisory firm. Our advisers are subject to applicable financial services regulation in the jurisdictions in which advice is provided, and we maintain compliance with relevant regulatory frameworks across the markets we serve.

Global Investments is not itself FCA-authorised. For UK pension transfer advice — including QROPS, SIPP transfers and defined benefit pension transfers — the regulated advice and written suitability report are provided by an FCA-authorised Pension Transfer Specialist we work with, while we coordinate the wider cross-border picture.

Our professional commitments

  • Fully independent — no product provider ties or commission arrangements
  • Qualified advisers — holding professional qualifications in their fields of practice
  • Professional indemnity insurance maintained
  • Cross-border regulatory compliance across key jurisdictions
  • Client-first duty of care in all advice and recommendations
  • Transparent fee disclosure before any engagement

Important notice: Global Investments provides independent financial advice. Past performance is not a guide to future results. The value of investments can fall as well as rise, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change. This website does not constitute financial, tax or legal advice — please consult a qualified adviser before making any financial decision. Specific regulatory registration details will be published when finalised.

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Book a free, no-obligation initial consultation and find out how we can help with your international financial goals.

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