Prism Xpat

Our Vision & Purpose

Our dream is to empower individuals to successfully navigate their financial journey across borders. Founded in the early 1990s, Prism Xpat has built a reputation as a leading provider of financial advice for expats and emigrants between the UK and countries like Australia, New Zealand, Canada, and South Africa.

Our Expertise

We offer a comprehensive range of services designed to simplify the financial aspects of your relocation and life abroad. Our experienced team of professionals can assist you with:

Financial Advising

• Retirement planning & pension transfers
• Investment planning & wealth management
• Tax planning & compliance
• Currency exchange & international payments

Pension Transfers

• Efficient and secure transfer of your UK pension to your new home country
• Comprehensive guidance on UK state pension and private scheme options
• Assistance with local regulations and provider communication

Our Values

• Client-centered approach: We prioritize your needs and aspirations with personalized solutions.
• Transparency & clarity: We provide clear and concise information to empower you to make informed decisions.
• Integrity & security: Your financial information is held with the highest confidentiality.
• Innovation & expertise: We stay updated on industry developments and regulations to offer you the best solutions.

What Sets Us Apart?

• Experience across borders: We have extensive knowledge of both UK and international financial systems.
• Holistic approach: We address all aspects of your financial life, not just one area.
• Dedicated team: Our friendly and approachable staff will be your partners every step of the way.

Our Mission

Our mission is to make your transition to your new home as seamless and stress-free as possible. We will guide you through the process, answering your questions and addressing your concerns. With Prism Xpat by your side, you can focus on exploring your new surroundings and building a fulfilling life abroad.