Financial Planning & Wealth Management for Expats in Thailand
Preserve and grow your wealth across borders
Manage and Protect your Wealth with a Trusted Advisor in Bangkok
Managing and protecting your wealth is a priority that becomes more challenging when you relocate to Thailand. You may be juggling multiple foreign and domestic accounts, and dealing with tax and estate planning in your home country and in the Kingdom. You may also be facing stricter cross-border reporting and compliance requirements. There is also the risk that your overseas bank or investment advisor ends the relationship as a result of your move overseas, particularly if you are an expat from the US or UK.
Meet Daniel Whiting A Qualified Financial Planner
Daniel Whiting is a UK-qualified financial planner (Dip PFS, BA Hons) with 27 years of experience in London’s asset and wealth-management sectors. He focuses on two groups of expats in Thailand:
- Retirees and LTR or Privilege visa holders needing wealth preservation, estate and tax planning, and sustainable income solutions
- Working professionals building wealth through tailored lump-sum and regular savings plans, with family protection and beneficiary trusts.
Daniel starts with a complimentary consultation and fact-find, followed by a customized comprehensive, personal financial plan and on going performance reviews.
You can meet with Daniel at his offices conveniently located near Phrom Phong BTS.
A One-Stop Solution for Expat Financial Planning in Thailand
How It Works
- FREE INITIAL CONSULTATION: Submit the form and we’ll arrange a complimentary first meeting to understand what you want to achieve and confirm whether we are the right fit for you.
- FACT-FIND & GOAL SETTING: Daniel will gather the key details your current assets, income needs, timelines, family priorities, and risk comfort—so a proposed is built around your aspirations and risk tolerate.
- BESPOKE PLAN & IMPLEMENTATION: You receive a personalised financial plan and clear recommendations, and once you’re satisfied and ready to move forward, Daniel helps you put the agreed solutions in place.
- ONGOING REVIEWS: Your plan is reviewed and updated over time as your circumstances change (and as markets or rules shift), so it stays relevant and aligned with your goals
Get Started
A One-Stop Solution for Expat Financial Planning in Thailand
Living in Thailand changes how you manage wealth. Expats can face banking restrictions, cross-border complexity, and limited access to familiar financial options. A qualified adviser on the ground helps you protect assets, reduce risk, and stay on track with a clear long-term plan.
- Risk of de-banking when living abroad
- Limited access to home-country financial products
- Regulatory complexity across jurisdictions
- Difficulty managing assets remotely
- Lack of trusted, qualified advisors on the ground in Thailand
Offered Services
Retirement & Pension Planning
- Servicing/advice on existing pensions & investments
- Accessing your pension flexibly for income
- Saving for retirement (working visas)
- Income needed in retirement planning
Investing & Wealth Building
- Investing capital for growth or income
- Wealth management: preservation or income
Protection & Risk Management
- Life assurance / critical illness (family protection)
- Protecting shares in your business
Trusts, beneficiaries & generational planning
- Placing assets in a beneficiary trust
- Inheritance tax planning
- Mortgages
Reviews and Awards
