Essential Financial Planning for Expats
Expert financial advisory, investment management, and expat financial planning based in Ho Chi Minh City — tailored investment strategies for your medium and long-term goals.
Tailored financial solutions designed for British expats, high-net-worth individuals, and international professionals living in Vietnam.
Retirement Planning
Build a retirement plan that works across currencies and borders — not just one that assumes you'll retire in the UK.
Pension Solutions
Make sense of UK pensions, SIPPs, QROPS, and QNUPS from abroad — and decide what's actually right for your situation.
Tax Efficient Planning
Structure your savings and investments to work within UK and Vietnamese tax rules — not against them.
Property Solutions
Manage UK property from overseas and explore international mortgage options as an expat.
Education Fee Planning
Plan ahead for international school and university fees with a savings strategy built around real fee inflation, the right savings vehicle, and currency risk — not guesswork.
Insurance Solutions
Health and life cover built for expat life, plus clarity on UK National Insurance contributions while abroad.
Personal, Senior-Level Financial Advice
With over 15 years advising British expats and international professionals across Southeast Asia, I combine deep local knowledge of Vietnam with regulated international standards.
As an appointed representative of NEBA Wealth Management, I deliver transparent, fee-clear advice on UK pension transfers, international investment portfolios, tax-efficient savings, and cross-border wealth preservation.
What Clients Say
“I have no hesitation in recommending Benjamin Sharvell as your chosen Financial Advisor. I have known Benjamin for over 5 years now during which time I have come to know him very well as a trusted and knowledgeable advisor in the financial investment sector and, for me specifically, expat advice. He takes time to fully understand your status and needs, and research and recommend the most appropriate options to grow your wealth. Without pressuring you into any investments, he makes time to go over the options again and again if necessary until you fully understand and are comfortable with his proposals.”
Guy Manchester
IT Director, Shoe Fabrik
“Benjamin helped us find a suitable investment vehicle for us itinerant expatriates: a tax-shielded trust fund set up for our retirement and inheritance plan. He found pragmatic solutions even as we moved countries to continue supporting us.”
George Berczely
Senior VP at McKinsey / Former CEO & CFO, McKinsey & Company
“I have been a client of Benjamin's for approx. 6 years now. I have always found him to be very knowledgeable in the workings of financial markets, reliable, honest and client-focused. He is also not pushy in the way that many other consultants are who are working in the same industry.”
Phil Worthington
Managing Director, Millward Brown Vietnam
“Since my transfer to Vietnam I have been a client with Benjamin and I am more than satisfied with the service that he is providing. The main reason for this is that I genuinely feel that he has my best interests in mind - there is no hidden agenda or any push towards a certain financial product that needs selling. He is cautious and knowledgeable and we have good conversations about the global financial market.”
Bas Van Dijk
APAC Regional Director Maritime & MD Vietnam, Royal HaskoningDHV
“I have known Benjamin since 2015. He has been a fantastic counsel and someone who I could always rely on to come up with solutions for my investments, based on my objectives, needs and risk profile. Benjamin has proved to be a money maker for me with the investments he suggested and I have recommended him to a number of my friends.”
Apurva Manek
Coffee Trader & Chartered Accountant, Vietnam Coffee Specialist
“I worked in the UK for over 20 years and was totally unaware of my entitlement to a Pension as I am now living overseas. Mr Benjamin Sharvell, very kindly and successfully managed to claim this pension on my behalf. My utmost appreciation and gratitude to Mr Sharvell for his tenacity and perseverance.”
Anne Hill
Founder and Principal, Anne Hill International School
These are the personal experiences of named clients, shared with their consent. They reflect individual circumstances and are not a guarantee of similar results for any other client.
Vietnam Tax Guide 2026: Everything You Need to Know
A practical breakdown of tax obligations in Vietnam, covering both companies and individuals.
