Simon Plumb, Currencies Direct, Foreign exchange specialists.

Currencies Direct offers an integrated foreign exchange and international payment solution.

Since its formation in 1996, Currencies Direct has seen dynamic growth based on a determination to overcome boundaries and provide value and innovation in the foreign exchange arena. Our mission is to provide ease and expertise for our customers, both private and corporate, who want to trade and travel overseas.

That’s what Money without frontiers is all about.

Emma Cockerton is co-founder and CEO of Florin Pensions LLC

Florin Pensions is a US-based investment advisory firm specializing in helping people in the US with their UK pensions. With only British expatriate advisers working at Florin, Florin is well placed to help its clients make sense of their UK pensions and provide local pensions and investment advice before and during retirement. Florin is headquartered in San Francisco but advises clients across the US.

Prior to Florin, Emma worked in London as an Executive Director in the risk management function of GE Capital EMEA. She started her career as an UK attorney/solicitor working as a Senior Associate with Ashurst LLP, a multinational law firm based in London.

Karin Wenger, Immigration Lawyer – Managing Partner of Fragomen San Diego. 

Karine Wenger is the managing partner of the Fragomen San Diego office and has been practicing exclusively in U.S. Immigration law for over 24 years. Karine’s clientele is diverse comprising of individual high net worth investors, startups to large multinational corporations spanning various industries. She enjoys partnering with her clients to devise strategic solutions forward that meet individual or enterprise needs.

John Apuzzo International Tax Expert for MGO (Macias Gini & O’Connell)

John has been imparting his tax knowledge for a quarter of a century to help deliver lasting results. Through corporate tax planning, international tax restructuring, and business valuations, he helps his clients navigate complex foreign tax jurisdictions. Through income tax and estate transfer tax minimization solutions, he strives to deliver financial strength and stability.

Brett Elliott,  is a Financial Advisor for Peek Wealth

PEEK WEALTH focuses on risk and financial planning for successful families in the areas of retirement, college, investments, tax, and estates. Brett and the principal of the firm, Justin Peek, CFP®, are British and have carved out a niche and reputation for assisting fellow expats with significant assets and planning needs. PEEK WEALTH’s promise to clients is to help them maximize their success and significance to those they love most in the world.