Jonathan Ralph

With over 20,000 clients and $3 billion in funds under management, we pride ourselves on providing top-tier financial advisory services tailored to expatriates. Our team of financial advisers and support staff are esteemed members of the Chartered Insurance Institute and Personal Finance Society in the UK, or hold equivalent credentials in their local regions. As expats living and working within the EU, we bring firsthand experience in navigating the unique challenges faced by those moving to Greece from abroad.

Whether you're looking to secure a stable financial future or explore options for the Greece Golden Visa program, our team is here to guide you. We specialize in assisting clients with Greek property investment for expats, ensuring seamless transactions and compliance with local regulations. For retirees looking to settle in this idyllic country, our expertise extends to helping you retire in Greece with peace of mind, offering advice on tax-efficient planning and healthcare access.

Our Residency by Investment team boasts a 100% success rate across more than 1,000 visa applications, demonstrating our commitment to excellence. We also assist with establishing Greek tax residency for foreigners, ensuring a smooth transition. Trust us to handle your financial planning and EU residency needs with unmatched professionalism.