Xpat Limited
Twenty years + experience in Pension Transfers (including Final Salary), QROPS, emigrants and expats. In-house Actuarial expertise, highly qualified pension specialists UK and abroad.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Tax & trust planning
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Expatriate finances
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Last authorised 20th September 2021
Meet our advisers
MR Darion Pohl
Director
Qualifications & Accreditations
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G60 - Pensions (CII)
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This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Mr Steve Whyburd
Financial Adviser
Qualifications & Accreditations
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G60 - Pensions (CII)
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This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Mr Alan Martin
Financial Adviser
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
"The people I dealt with were friendly and helpful and explained everything in detail. Very efficient service, good communication and useful advice. Of greatest importance to me was the friendliness of the staff and their ability to communicate sometimes quite complex issues. I was never made to feel under pressure to make a decision and always knew I could ask for more help if needed. I have received excellent service and would not hesitate to recommend this organisation."
W King, London
"The service that I have received from Prism Xpat has been professional and friendly and the technical knowledge of the staff was good as well. Pensions seem to be a bit of a Black Art, however the concepts were explained well to us in the initial meeting and subsequently.”
P Fleming, Bristol
"In assisting me sorting out my finances, I found Prism Xpat’s service very professional throughout. They kept me well informed during the process and I got on very well with the staff, they made me feel comfortable with the service. We would definitely recommend Prism Xpat to any of our friends or family who are moving to Australia to get their finances sorted out.”
A Saberton, London
"I felt really comfortable with the service from Prism Xpat. They came highly recommended and I trusted them. They came across as very honest and forward throughout. Prism Xpat’s international pensions service saved me a lot of time and hassle. I have friends who are moving abroad soon and they are going through the same process, like we did. We will be recommending Prism Xpat to them.”
M Chamberlain, Manchester
"Very informative Skype with Darion. We were impressed with his extensive knowledge of the UK and Australian superannuation financial and legal situations. Also drew our attention to other pension entitlements we had been unaware of. The whole experience has been quite exceptional. The transfer rules between the two countries are complex and overlaid on that were significant legislative changes in both countries at a critical time in our transaction. Darion guided us through the complexities with his first rate advice while his support team handled much of the daunting administrative work for us. A first class experience from beginning to end. Any expat looking for help to negotiate a potentially tortuous transfer process for their retirement funds could not do better in our opinion than to be guided by Darion and his team. A massive “thank you” from us. ‘Would you recommend Prism Xpat to other emigrants?’ A very big Yes."
S Burns, Australia
About us
Since 2002, Xpat Limited has focussed on:
i) Wealth Creation Strategies
ii) UK Retirement and Pension planning
iii) Pension Transfers (all pension types)
iv) Expatriate and Emigration - Cross Border Finance
Our international focus has been on the UK, Australia and NZ and has recently broadened to encapture more countries abroad. This has included presenting with the Australian Government and Australia House, as well as being featured on the BBC as specialists in the UK/Australia and New Zealand markets. Our advice now includes advice on QROPS worldwide.
Our clients are located in the UK and abroad (except the US).
Our team includes an in-house Pensions Actuary for extra specialist expertise on complex cases.
We are also happy to work with other financial advisory firms who have clients with pension concerns (UK or internationally, but excludes US nationals).
The most important aspect of our work is that we pride ourselves on working with our clients to achieve the best possible outcome for each client, on a client-by-client basis.
We put extra time into having an excellent client relationship as paramount.
We look forward to working with you.
Our services
Complex Pension Advice
Pension Transfer Advice
QROPS
Emigrants and Expatriates
Holistic Financial Advice
Regarded as a market leader for emigrants and expats covering the UK, Australia, New Zealand, Canada and South Africa, as well as having a wider global focus.
Staff qualified at the highest level (up to Fellow of the Institute of Actuaries) and a friendly but professional team of people ready to assist you.
Where to find us
Head office address: Berkeley Square House, 2nd Floor, Berkeley Square, London, W1J 6BD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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Telephone
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Online (Live chat, video, email)
