Delivering Peace of Mind and Financial Security for British Olim

Aliyah from the UK with Confidence with Andrew Album

Hello and Shalom!

I'm Andrew, the only dual-licensed financial advisor in the UK and Israel working with leading firms in both countries.

With over three decades of experience in wealth management, I specialise in guiding British families and individuals through the complexities of Aliyah and cross-border wealth management.

Why
Work with Me?

Navigating Aliyah or managing cross-border wealth can be daunting. With my dual licensing and extensive experience, I am uniquely positioned to understand and address the challenges you may face. I am committed to securing and optimising your financial future, providing tailored solutions to meet your specific needs and aspirations.

Services

Personalised Aliyah Financial Planning:

Navigate your transition to Israel with confidence, ensuring every financial aspect is carefully considered and managed.

Wealth Preservation & Growth:

Develop strategies to preserve and grow your wealth, considering tax efficiencies and investment opportunities in both the UK and Israel.

Cross-Border Tax Optimisation:

Benefit from specialist advice on managing taxes effectively across both jurisdictions, maximising your tax efficiency.

Asset
Management:

Receive expert guidance on preserving and optimising your assets, minimizing tax liabilities, and maximising returns.

The value of an investment may fall as well as rise. You may get back less than the amount invested.The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

2024 updated version now available

Your Guidebook to Financial Security in Israel

Drawing on three decades of expertise, our guidebook offers practical insights and advice to empower your journey with confidence, ensuring financial peace of mind in Israel.

    Insights & Stories

    Make Aliyah with Confidence

    Learn from common financial missteps made by UK Olim and how to avoid them. Our resources offer essential strategies for a successful Aliyah journey, empowering you to navigate the financial aspects of your move with confidence.

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    Importance of a Long-Term View

    Secure your future with our sustainable financial planning insights.

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    Purposeful Planning

    Impactful financial strategies for peace of mind.

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    Tax Smarts

    Efficient tax navigation in your new home.

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    Voluntarily paying income tax after Aliyah

    Equip yourself with the right strategies to manage post-Aliyah taxes.

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    Currency Considerations

    Transitioning from sterling to shekel.

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    Dual-Licensed Advisers for Your Aliyah

    Ensure financial security with expert advice on both UK and Israeli laws

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    Personalised Guidance for UK Olim Advisors

    Support Your Clients with Expert Financial Strategies for a Smooth Aliyah

    Blog
    & Resources

    Explore our articles and insights on facing the challenges of Aliyah and optimising your financial strategy, tailored to the unique needs of high-net-worth British families and individuals.

    Expertise &
    Personalised Advice

    Every financial story is unique. Receive tailored advice and solutions aligned with your goals and future in both the UK and Israel, backed by my extensive network, experience and expertise.

    Contact for Tailored Advice

    For the UK:

    Leaving the UK requires careful consideration of what to do with your existing investments, pensions, and financial arrangements.

    Andrew Album represents St. James’s Place Wealth Management plc (authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the wealth management products and services provided by the St. James’s Place Wealth Management group in the United Kingdom.

    For Israel:

    A lifetime of advice and personal service from a wealth manager qualified and based in Israel is essential to feeling financially secure in your new home.

    Andrew Album is a Senior Wealth Manager at Pioneer Wealth Management in Israel licensed by the Israeli Securities Authority to give advice to clients in Israel on their behalf.

    Let's Connect

    Andrew Album represents St. James’s Place Wealth Management plc and Pioneer Wealth Management independently. Neither company accepts liability for advice provided by the other.

    © 2024 Andrew Album All Rights Reserved.

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