Explores the 5 key questions to consider when planning your retirement, along with valuable tips to help navigate this important phase of life.
These free guides simplify complex financial products and are designed to help expats explore key topics like pensions, repatriation, and investing — even before speaking with a professional.
At Rosbotham Finance, we understand the financial challenges faced by expats living and working in Switzerland. That’s why we’ve created a set of practical, easy-to-understand guides to help you make informed decisions with confidence.
Whether you’re planning your retirement in Switzerland, preparing to repatriate or relocate, or managing your finances as an expat these free downloads are designed to help.
Each guide is crafted to be easy to understand, equipping you with the foundational knowledge needed for a more informed conversation with your adviser.
This guide will help you understand your UK pension options as a non-UK resident, including comparisons, costs, avoiding scams, and choosing a reputable financial adviser.
Explores the 5 key questions to consider when planning your retirement, along with valuable tips to help navigate this important phase of life.
Discover the 13 essential areas of financial planning every expat should understand — why they matter, the actions you should take, and the potential risks of doing nothing.
Take this quick assessment and your FREE personalised report will be instantly revealed…
The “15-Minute Guide” simplifies retirement planning with quick steps: assess finances, set goals, estimate funds, create a saving plan, adjust it, use online tools, and consult experts.
If like many expats you worked in the UK and now live abroad, you likely have a pension. Whether staying or returning, ensure your pensions meet your goals and envisioned lifestyle.
This guide provides a simple yet comprehensive overview of offshore bonds. It helps explain their structure, requirements, benefits, and key considerations when investing offshore.
This guide provides a simple yet comprehensive overview of offshore bonds. It helps explain their structure, requirements, benefits, and key considerations when investing offshore.
This guide will help you understand your UK pension options as a non-UK resident, including comparisons, costs, avoiding scams, and choosing a reputable financial adviser.
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David Rosbotham is published on the ARIF (Association Romande des Intermediaries Financiers) public register for regulated Financial Planners in Switzerland – number 17147 and further information is available upon request.
