Axis Financial Consultants

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Axis Financial Consultants We offer a financial planning service to expats living in France and Spain. We specialise in retirement planning for expatriates.

This includes advice on UK pension transfers and tax-efficient investments such as Assurance Vie & Spanish-compliant bonds. Retirement planning and Wealth Management are two sides of the same coin. A retirement or pension fund is a vehicle that assists individuals in planning for the future. In order to be sure that you have an adequate retirement fund it is important to start saving as soon as possible. Axis also specialize in the provision of QROPS advice for people who wish to transfer their UK pensions abroad. Info on this area can be found at: http://www.axis-finance.com/qrops

Planning for retirement
Axis Financial Consultants offer advice on retirement plans as part of their private wealth management services to expatriates. Features & Benefits of International Retirement plans
Your retirement fund is 'portable' in that you can continue contributing to the same policy as you move from one country to the next. You benefit from tax efficient growth on your offshore account. A wide range of leading fund managers are at your disposal. You can access money from your international retirement plan as and when you need it. Axis act as an agent for a number of international banks and insurance companies that specialize in offshore retirement plans and private wealth management. Take the first step in providing for the future by contacting us. Our financial advisors can offer you assistance in all areas of retirement planning and wealth management. If you would like us to help you plan for retirement, please go to "Financial health-check"

Once you have submitted the form to us, a financial advisor will contact you to discuss your specific retirement needs.

The UK Lifetime Allowance Explained:
08/04/2026

The UK Lifetime Allowance Explained:

The Lifetime Allowance (LTA) was abolished in April 2024, but this wasn’t the end of the story. New regulations were introduced; pension holders still have to be aware of how they might be affected and what they can do to mitigate any adverse effects. by

Tips for retirement in France, Spain, or Portugal:
02/04/2026

Tips for retirement in France, Spain, or Portugal:

The decision to plan your retirement is a major part of the many important financial decisions you may have made in your life as a UK national. by

Double taxation treaties and your UK pension:
24/03/2026

Double taxation treaties and your UK pension:

Individual States often have their own tax rules regarding the treatment of pensions. by Phil

What happens to my ISA if I move abroad:
17/03/2026

What happens to my ISA if I move abroad:

Many UK investors ask the same question before relocating overseas: “What happens to my ISA if I move abroad?” by

Retire in Spain:
31/01/2026

Retire in Spain:

Retiring in Spain has long been a goal for many British people, from those in their sixties to long-term expats currently working across the country who want to remain permanently. by

How to manage your investments while living abroad:
22/01/2026

How to manage your investments while living abroad:

Managing your investments after moving abroad presents a mix of challenges and opportunities. by Phil Loghton

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374 Avenue De La Gaule, Île De La Dérivation
Carrieres Sur Poissy
78955

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