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 or estate planning in your home country as well as within Thailand. 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, 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 ongoing performance reviews.
You can meet with Daniel online, or at his offices conveniently located near Phrom Phong BTS station.
A One-Stop Solution for Expat Financial Planning in Thailand
How It Works
- FREE INITIAL CONSULTATION: After submitting the form you’ll be able to book a time for a complimentary first meeting to understand what you want to achieve and to confirm whether we are the right fit for you.
- FACT-FIND & GOAL SETTING: Daniel will gather the key details about your current assets, income needs, timelines, family priorities, and risk comfort—so a proposed plan is built around your aspirations and risk tolerance.
- BESPOKE PLAN & IMPLEMENTATION: You receive a personalized financial plan and clear recommendations, and once you’re satisfied and ready to move forward, Daniel helps you put the agreed upon 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
DISCLAIMER:
This material is provided for general information purposes only and does not constitute legal, tax, investment, or financial advice. Any references to Thai tax or visa matters are based on publicly available information and general interpretation.
Investment values may fall as well as rise, and you may not get back the amount invested. Please seek advice from a regulated adviser and qualified local tax specialist. All investment decisions should be based on individual circumstances and discussed with a regulated adviser in your jurisdiction.
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. Many expats in Thailand encounter:
- 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 while working abroad
- Income assessments in retirement planning
Investing & Wealth Building
- Investing capital for growth or income
- Wealth management: accumulation and preservation
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
