US & UK Citizens 40+ in Malta
Straightforward financial, pension and insurance advice for US & UK individuals living in or moving to Malta — guided step-by-step, and backed by the PCC Network.
Fiducia Invest is part of the PCC Network, an EU-regulated financial advisory group.
We know life is already complicated enough. Our process is designed for clarity, especially if you are 40+ and managing assets in more than one country.
A short, no-obligation online meeting to understand your financial needs, where you are now, and what you want your life in Malta to look like.
We prepare a clear written plan covering your investments, pensions and insurance, taking into account US/UK rules and Maltese regulations.
If you decide to proceed, we help implement your plan, transfer or restructure portfolios where needed, and review regularly as your life in Malta evolves.
Focused on three main areas, always viewed through the lens of your US/UK background and Maltese residence.
Many of our clients are in their 40s, 50s or early 60s. They have worked hard, built savings and pensions abroad, and are now building a new life in Malta.
You might be a professional working in iGaming or finance, a business owner, or a couple planning to retire by the sea. Whatever the story, your finances should support it — not complicate it.
Fiducia Invest operates as part of the PCC Network, a regulated European financial advisory group that works with international clients across the EU.
This means you benefit from a boutique, personalised relationship in Malta, combined with the structure, oversight and experience of a wider advisory network.
Learn more about PCC NetworkEU-regulated financial advisory group
All advice is provided under the licensing and compliance framework of the PCC Network. Full regulatory details are available on request.
A short PDF that shows the key decisions to review before and after moving to Malta.
Book an Introductory Call and we will guide you through the three simple steps.
Let us know a little about your situation and we'll arrange a short, no-obligation call to discuss your financial, pension and insurance needs.
Malta (Sliema / St. Julian's area)