Business Details
25 Years
experience
Your Trusted International Financial Adviser
Since 2001, Blue Planet Financial has provided independent, international financial advice tailored to globally mobile clients. Our expertise spans investments, pensions, protection, and cross-border payments, supported by a network of tax, legal, and trust professionals across multiple jurisdictions. We operate as a fully independent consultancy, prioritising client-aligned recommendations over product restrictions, while maintaining adherence to UK financial regulations and FCA-authorised partners like Money Mover.Our team combines decades of industry experience with ongoing professional development, ensuring we address both immediate client needs and long-term financial objectives through transparent, client-centric practices.
Services
Investments
Pensions Planning
Protection Insurance
International Payments
Critical Illness Cover
Life Insurance
Wealth Management
Tax Planning
Pension Transfers
Currency Solutions
Details
- Year established: 2001
Highlights and features
- We offer impartial, whole-of-market financial advice tailored to international clients
- Our team holds decades of experience in cross-border financial planning
- We provide cost-effective international payments via FCA-regulated Money Mover
- We maintain transparent pricing with no hidden fees across all services
- Our holistic approach integrates investments, pensions, protection, and tax planning
Associations and certifications
- Financial Conduct Authority
What people say
Transparent
Cost effective
Great customer support
Five Stars
Secure payments
Services
Investments
Our investment services help clients grow capital through diversified portfolios tailored to individual risk profiles. We access thousands of international funds and employ market experts' insights to identify opportunities across sectors and geographies. Our approach combines risk profiling, tax considerations, and long-term strategic planning to optimise returns while maintaining client-specific parameters.
International Payments
Partnering with FCA-regulated Money Mover, we offer secure international transfers in 25+ currencies with transparent pricing. Our solution eliminates hidden fees, provides rate locking for 12 months, and guarantees 90% cost savings versus traditional banks. Clients benefit from intuitive online management and dedicated support for cross-currency financial requirements.
Pensions Planning
We specialise in international pensions advice, including UK pension transfers and offshore retirement solutions. Our services cover QROPS arrangements, SIPPs, and tax-efficient retirement planning tailored to expatriates' needs. By combining investment expertise with regulatory knowledge, we help clients optimise retirement income while navigating complex cross-border tax considerations.
Protection Insurance
Our protection solutions safeguard clients against financial hardship from critical illness or death through tailored life and health insurance policies. We offer term life, whole-of-life, and joint-life coverage options alongside critical illness cover. Policies can be structured to address inheritance tax liabilities while providing financial security for dependents during career transitions or health crises.
Wealth Management
Our wealth management services integrate investments, pensions, and protection into comprehensive financial strategies. We coordinate with tax experts and legal professionals across jurisdictions to address clients' complex needs. By maintaining oversight of all financial arrangements, we ensure cohesive planning that evolves with clients' changing circumstances and long-term objectives.
Questions
What financial services does Blue Planet Financial offer?
We provide cross-border financial advice on investments, pensions, protection insurance, and international payments tailored to expatriates and internationally mobile individuals.
How does Money Mover benefit international clients?
Money Mover offers FCA-regulated cross-currency payments with no fees, guaranteed rates for 12 months, and cost savings of up to 90% compared to traditional banking methods.
Do you serve UK-based clients?
While our headquarters are in North Yorkshire, we specialise in serving internationally mobile clients through our global network and offshore financial solutions.
What pension transfer options are available?
We offer UK pension transfers including QROPS and SIPPs, with expertise in navigating regulatory requirements and tax implications for expatriates.
Is initial financial consultation free?
Yes, we provide a complimentary initial consultation to discuss your financial objectives and determine how our services can meet your specific needs.
