Everything starts
th trust

 

Our award-winning UK qualified advisors are dedicated to optimising your financial strategies as an offshore expat, providing expert advice and support every step of the way.

UK Defined Benefit Pensions
Create greater flexibility and leave money
to your loved ones.

Consolidating Pensions
Track down and consolidate historical
pension schemes

Transferring Pensions
Transfer to a flexible pension to give
greater investment choice

Pension Drawdown
Decide what level of income you want

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Specialists in UK
Expatriate investments
Direct contact with
your financial advisor
Award winning
investment management

UK-Qualified Global Financial Advice

While you are living abroad, we can provide you with all the essential services that you would expect
from a leading wealth management company. We work closely with our global partners to offer
world-class financial solutions and ensure compliance to legal, regulatory standards.

Tailored to you

As well as providing tailor made portfolios explore our range of Managed Portfolios, in partnership with
Marlborough Group and Evelyn Partners. The W1 partnerships give access to expertly managed portfolios
using the buying power of W1. We have chosen our portfolios to vary across the risk ratings so no matter if you
are of a cautious, balanced or aggressive investment nature then there is an appropriate solution for you.

Find out more

Download the Pension Guide

Take the first step toward a secure retirement by downloading our comprehensive Pension Guide. 

Packed with expert insights, practical advice, and step-by-step guidance, this free resource is your roadmap to making the best decisions for your future. 

Download the guide now and take control of your retirement journey today.

Find out more information on the W1 – Marlborough Partnership

Please click here or the logo below to find out more information.

Wherever you are

W1 Investment Group provides specialist financial advice, services and solutions to UK Expatriates around
the world. With strategically placed offices and a focus on Europe, we combine global knowledge with
local experience to offer exceptional customer service.

Building strong client relationships is at the heart of our business, so wherever your location,
we will arrange an initial face-to-face meeting to talk through your financial requirements.

Find out more

Recent news

News
May 16, 2025

W1 & Marlborough Monthly Commentary – May 2025

by Nathan Sweeney, Chief Investment Officer - Marlborough Group Markets were volatile in April, as the implications of the US administration’s new trade policy had an impact on shares, bonds…
News
April 14, 2025

W1 & Marlborough Monthly Commentary – April 2025

by Nathan Sweeney, Chief Investment Officer - Marlborough Group Increased uncertainty fuelled stock market volatility in March. Concerns about US economic growth and recent reversals in the shares of technology…
News
April 8, 2025

Understanding The Trump Tariffs And Their Effect On Global Markets

In this episode, W1 Investment Group Director Thomas Evans speaks with Nathan Sweeny, Chief Investment Officer at Marlborough Group, about the market impact of the Trump-era tariffs and the broader…
News
April 4, 2025

What Trump’s Tariffs Announcement Means For Investors

US President Donald Trump’s announcement of sweeping new trade tariffs has, in the words of the Financial Times, brought the world to the ‘brink of a full-blown trade war’. But…