My working life in Italy began by providing financial planning services exclusively to employees of, and retirees from, the United Nations based in Rome. It was a culture shock for me and apart from having to play down my Yorkshire accent, I learnt alot about working in a foreign country. However, when the financial crisis hit in 2008/09, a number of things happened which gave me an incentive to diversify my business model, something that I had been thinking about for some time.
I had been aware of and come into contact with many people who had moved to various parts of Italy but who were confused about the tax and financial regime and so I started to take our financial planning services to a wider audience around Italy. I now travel around the country meeting my existing clients, also people who have recently relocated. I also still come in contact with people who have been living here for a number of years but haven’t got their finances sorted yet or Italians who have lived abroad and are returning home.
I speak at events and write for financial columns in a number of local newsletters for the English speaking community in Italy. Over the years I have also managed to keep my local tax and financial knowledge up to date by building a trusted network of professional contacts and also keeping abreast of the ever changing financial landscape in Italy.
Expat since: 2004
Specialist areas: Tax and financial planning for foreigners living in Italy and also returning Italians from abroad
HOW TO GET IN TOUCH
If you like the information on this page and you decide to contact me, you can do so in one of two ways. The first is by sending a brief message using the contact form at the bottom of this page. Alternatively, and more efficiently, please enter a few details about yourself on our secure on-line portal HERE. Using this portal will allow me to assess your current circumstances, identify relevant financial planning opportunities and outline how I can help.
The two short videos below explain how we collect your data and how we use it to help you plan your life in Italy.
Latest Videos – Expat financial advice in Italy
To contact me for any further information, please use the contact form below: