Our Story

Helping you to secure your future in New Zealand with expert financial advice

We have been assisting UK migrants transfer their UK pensions to
New Zealand for over 10 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 offer a full range of financial services including taxation and insurance advice. Our clients mean a lot to us, we pride ourselves on providing the best service and building lasting relationships.

WE OFFER YOU PEACE OF MIND
& REAL ADVANTAGES

your part is simple

A PERSONAL APPROACH


Whether you are in New Zealand or the UK. We will come to you or personally guide you through your options answering all of your questions via phone, email, Skype or FaceTime.

your part is simple

NZ & UK BASED TEAMS


Our UK based support team is on hand to assist us, ensuring we provide you with a seamless UK pension transfer process.

your part is simple

AUTHORISED FINANCIAL ADVISER


Our Director and Senior Adviser, Mike Wilkey, is UK FPC qualified and a New Zealand Authorised Financial Adviser. (FSPR 109604)

your part is simple

AFFILIATED UK FCA SPECIALISTS


We have an affiliation with a UK FCA regulated firms, Cradle Overseas Pensions and Prismatic Wealth, should clients require advice from an FCA Pension Transfer specialist.

your part is simple

A ONE STOP SHOP


We can advise you on UK Pension Transfers and KiwiSaver and refer you to a network of other professionals for advice on risk insurance, international tax and estate planning.

your part is simple

EXISTING NZ QROPS RELATIONSHIP


We have access to the leading New Zealand QROPS and have established relationships with Investment Managers and the administrators of the schemes.

your part is simple

A PROVEN TRACK RECORD


We have a proven understanding of the UK HMRC regulations and pension legislation in the UK and New Zealand.

your part is simple

OVER 20 YEARS EXPERIENCE


We have over 20 years experience providing investment advice to clients both in the UK and New Zealand.

MEET OUR TEAM

We have a great team of hard working people that work across our organisation.

Mike_Wilkey_Financial_Migration

MIKE WILKEY

Managing Director / Founder

Financial Migration Group founder and Director, Mike Wilkey has been working in the financial services sector for over twenty years. Based in Havelock North, Mike is UK FPC qualified and is a New Zealand Authorised Financial Adviser. Before moving to New Zealand Mike was regional Sales and Compliance Manager with the Bank of Ireland UK retail division and Aviva.

Mike is currently chairman of a New Zealand UK pension transfer group of specialist advisers and is highly experienced in the transfer of UK pension funds. He has been in the Financial Services industry for 25 years both in The UK and New Zealand.

Matthew_Harris_Financial_Migration

MATTHEW HARRIS

Tax Adviser

Matthew has been a taxation specialist for eleven years, including nine years working for Inland Revenue in the international and complex taxation areas. Matthew has a broad understanding of New Zealand’s taxation system and as an International Taxation specialist, he possesses a wide understanding of the tax rules that apply to new and returning migrants, to the advantage of his clients.

Matthew holds a Bachelor of Business Studies, majoring in Management and Small Business, and a Graduate Diploma in Professional Accounting. He is also a member of Chartered Accountants Australia/New Zealand.

mike-williams-headshot-financial-migration

MIKE WILLIAMS

Tax Specialist

Mike Williams founded TaxBridge in 2017 with the goal of making high quality domestic and cross border employment tax and personal tax advisery services more accessible to people and organisations looking for deep specialist tax knowledge at a reasonable price point.

With over 30 years’ experience working within the “Big 4” accounting firms in New Zealand and the UK, Mike is vastly experienced in managing complex employment tax and personal tax issues on an international and domestic platform.

Having moved from the UK to New Zealand 12 years ago with his family and, as a migrant himself, Mike understands the challenges that businesses and individuals can face in exploring new locations and unchartered business territory.

Paula_Neale_Financial_Migration

PAULA NEALE

Client Services manager

Paula is our Client Services manager. Paula has a background in UK financial services administration and moved to New Zealand with her husband Graham and her 2 children in 2006.

Paula manages the workflow of each pension transfer case and is the first point of contact for our clients as their transfer progresses. She also liaises on a daily basis with our UK agent, Kirsty Grimes.

Louise_Thackeray_Financial_Migration

LOUISE THACKERAY

Client Relationship Manager – Bay of Plenty

After working in London as a credit controller, and in Sheffield for an insolvency practitioner, Louise lived and worked in Malaysia for 12 years. Leaving Malaysia in October 2015, she moved to Tauranga with her partner Wayne.

She has two grown up children, one who lives in London and the other in Australia. Louise’s role is to meet with our new clients and help them to make an informed decision about transferring their UK pension to New Zealand.

She can meet at your convenience to introduce our services and talk you through our transfer process in detail over a coffee close to where you work.

Louise will also keep clients informed about the progress of their transfer once underway and introduce clients to one of our partners should they require advice in other areas such as tax or risk planning.

Kirsty_Grimes_Financial_Migration

KIRSTY GRIMES

UK Pension Transfer Support

Kirsty is based in the UK and is our main contact point for all communication with UK Pension Scheme providers. She ensures that our requests are logged with the UK trustees and that all transfer documentation and requests for information are dealt with in a timely manner.

She is also our point of contact for any UK clients who may be considering moving to New Zealand in the future.

Chris_Financial_Migration

CHRIS EVANS

Risk Adviser

Chris is our senior insurance broker and has over 30 years experience in the insurance industry. Chris will explain , in plain english the different policies available and the interplay between them and before he even considers giving advice he gets to know his clients and their lifestyle.

Chris can offer clients a comprehensive range of insurances including Life, Trauma, Income protection, Medical and Business Insurance from New Zealand’s leading insurance companies.

Matt_Hooper_Financial_Migration

MATT HOOPER

Mortgage Adviser

Prior to taking over the Hawkes Bay Mike Pero franchise Matt had 10 years banking experience firstly working in Wellington for 7 years as an Associate at ANZ Private Bank and then 3 years for Westpac Agribusiness in Hastings.

Matt holds a Bachelor of Business Studies majoring in Sport Business Management from Massey University and is currently completing a graduate diploma in financial planning.

Buying property is one of the biggest financial decisions you’ll make. It’s vital that you not only get a competitive interest rate but that you protect your property, yourself and your family.

Matt will guide you through the whole process, answering all your questions, whether they are big or small. His aim is to ease any uncertainties and stress, and hopefully make the process enjoyable too.

About Financial Migration Group

Guiding you every step of the way…

Financial Migration Group has been assisting UK migrants – and returning Kiwis – transfer their pension funds to New Zealand for over 10 years. We have access to a range of New Zealand Superannuation schemes, all of which are UK HMRC-Listed Qualifying Recognised Overseas Pension Schemes (QROPS).

My name is Mike Wilkey – I qualified as a Financial Adviser in the UK in 1992 and, prior to moving to New Zealand with my family in 2006, was employed as a Regional Compliance Manager for Aviva after several years working for the Bank of Ireland UK retail division.

I founded Financial Migration Group in 2008 and I currently chair the New Zealand UK Pension Transfer group of Authorised Financial Advisers.

My New Zealand support team are all UK migrants themselves, and we have a dedicated agent based in the UK to liaise with your UK pension provider as the transfer progresses.

We offer a comprehensive service including expert taxation advice from one of our carefully selected international tax advisers before you decide to transfer your UK pension.

We also have a partner IFA firm in the UK who provide our clients with the FCA requested advice on UK pensions containing “safeguarded benefits”.

The UK HMRC rules can seem very complicated and the transfer of a pension from the UK is a significant decision with many elements that need to be considered carefully. At Financial Migration Group we pride ourselves with providing the best service and building longlasting relationships

MEET OUR PARTNERS

We partner with these skilled organistions to support our service offering.

navigator accounting

Experts in international taxation and foreign superannuation transfers into New Zealand and for stopping tax at source in the United Kingdom.

ofx partner

OFX are a global online specialist operating since 1998, the OzForex Group (OFX) is publicly listed on the Australian Securities Exchange (ASX).

booster-logo-square

New Zealanders are a bright bunch. We know what we want and we know how to get things done but sometimes money matters are mystifying. At Booster, we’re on a mission to help New Zealanders get their money sorted.

TaxBridge brochure

TaxBridge specialises in providing New Zealand and cross border employment tax and personal tax advice for corporates, individuals and accounting firms..

perpetual-guardian-our-story

The team at Perpetual Guardian are specialists in providing Wills, Trusts and Enduring Powers of Attorney.

pero-logo-partners

Whether it’s your first home, you’re upgrading, refinancing, refixing or adding to your investment portfolio – it pays to be able to access the right knowledge and advice.

Freephone 0800 42 1966