Financial Migration Group

Profile
  • Financial Migration Group have been assisting UK migrants transfer their UK pensions to New Zealand for over 7 years. Our experienced team have a background in UK financial services and understand the challenges of moving to the other side of the world. We also offer a full range of complimentary financial services including taxation, personal insurance solutions and investment advice. Our clients mean a lot to us and we pride ourselves on providing the best service and building lasting relationships.

    Financial Migration offer clients a personal approach – whether they are in New Zealand or still in the UK.

    We will personally guide you through your options answering all of your questions via phone, email, Skype or FaceTime. Financial Migration Group are one of New Zealand’s leading advisory firms dedicated to assisting UK migrants.

    We specialise in providing advice in the transfer of your UK Pension to New Zealand Recognised Overseas Pension Schemes (ROPS) and can refer you to our well established network of trusted professionals for advice on the all important areas of personal risk insurance, international tax planning and foreign exchange.

    Our Director and Senior Advisor Mike Wilkey, is UK FPC qualified and is also a New Zealand Authorised Financial Advisor. Mike moved to New Zealand from the UK with his family in 2006. He founded Financial Migration Group in 2008 after recognising a need for tailored financial advice for UK migrants and has in depth knowledge of UK HMRC Pension Transfer regulations and current New Zealand Superannuation legislation.

    Mike is currently Chairman of New Zealand’s UK Pension Transfer Specialist ROPS industry group.

    Our UK based support team will keep in touch with you as you prepare to migrate and they are also on hand to assist us in providing you with a seamless UK pension transfer process when you are ready.

    We have access to the leading New Zealand ROPS and have established relationships with the administrators and investment managers of these schemes.

    We meet with our panel of ROPS Investment Managers regularly for updates on investment strategies and key themes and we have over 20 years’ experience providing investment advice both in the UK and New Zealand.

    Financial Migration have helped hundreds of UK Migrants successfully transfer their UK pensions to New Zealand.

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