Brian Wolff

Senior Associate

About

  • Brian is a positive, outgoing personality. With a passion for his job, his enthusiasm is contagious – and he’s always willing to go the extra mile to ensure the best service possible. In his role as a financial advisor for expats, Brian’s work covers: protection for clients’ families with life or early critical illness cover, education plans, retirement plans in offshore accounts, lump sum investments in offshore accounts, SIPPs, asset management and corporate medical arrangement.

Skills and expertise

    • CII
  • Brian enjoys running, reading and roller-skating.

    His favourite quote is:

    Success is my only option, failure is not.

    – Eminem.

     

  • “Brian is an extremely competent financial professional. He is a highly dynamic and positive individual, always readily available to answer any queries you may have. He always efficiently follows up with us and consistently suggests what he feels is best. We are very pleased not only with the professional collaboration we have with Brian, but to have him as a friend as well and would recommend his services to anyone seeking the best financial advice.”

    Sergio Prini
    E&I Manager
    Xtreme Project
     

    “Brian has been looking after my account for the past five years. He has always been reliable and provides me with the highest level of service. With his positive attitude and solid advice, he has become a dear friend that I know I can count on. He frequently invites me to different events he is hosting and is always available if I need.”

    Alexandre Fernandes Costa
    Principal Premier Field Engineer
    Microsoft

    “Brian has been of tremendous help in managing my Portfolio. Brian is responsive, knowledgeable and offers good perspective when making investment decisions. Brian is always available to discuss any concerns and also offers proactive advice when relevant.”

    Anton Van Zyl
    Commercial Leadership Director Global
    Coca-Cola Company

Latest blog articles

What is equity release?

“What do I need to know about getting an equity release loan?” Latest… Read More

By Julian Thompson . 6th February 2018

UK: Open Banking

“What is Open Banking?” Results from a recent Which? survey indicate that over… Read More

By Julian Thompson . 5th February 2018