Financial Planning & Wealth Management for Expats in Thailand
Preserve and grow your wealth across borders
Trusted Financial Planning Experts
When you move countries, you often end up juggling multiple accounts and tax systems while also dealing with stricter cross-border reporting regimes like the OECD’s Common Reporting Standard (CRS) and (for U.S. persons) FATCA, and in some cases banks may restrict or end relationships as part of broader “de-risking,” which is why having a structured plan and a qualified adviser can help reduce disruption and keep your finances manageable.
A One-Stop Solution for Expat Financial Planning in Thailand
Our experts brings together retirement and pension planning, investment and wealth management, protection planning, and trust/legacy structuring—so you can manage your finances with one clear plan.
How It Works
• FREE INITIAL CONSULTATION: Submit the form and we’ll arrange a complimentary first meeting to understand what you want to achieve (retirement, investing, protection, tax/insurance coordination, and more) and confirm whether we are the right fit for you.
•FACT-FIND & GOAL SETTING: We gather the key details—your current assets, income needs, timelines, family priorities, and risk comfort—so the advice is built around your real situation.
• BESPOKE PLAN & IMPLEMENTATION: You receive a personalised financial plan and clear recommendations, and once you’re happy, 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.
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Why Expats in Thailand Need Professional Financial Planning
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
Additional 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
Meet Daniel Whiting – UK Qualified Financial Planner
Daniel Whiting is a UK‑qualified financial planner (Dip PFS, BA Hons) with 27 years of experience in London’s asset‑management and wealth‑management sectors. He focuses on two groups of expatriates in Thailand: retirees/LTR visa holders needing wealth preservation, estate and tax planning, and sustainable income solutions; and professionals/privilege visa holders building wealth through tailored lump‑sum and regular savings plans, with family protection and beneficiary trusts. Daniel offers comprehensive, personal financial planning starting with a complimentary consultation and fact‑find, followed by a customised plan and ongoing reviews, from his office at UBC II near Phrom Phong BTS.
