About this site

Key facts

Rory Phillips Wealth is the educational website of Rory Phillips, an independent financial planner building a practice in Cape Town. It publishes plain-English guides on offshore investing, UK pensions held from abroad, and retirement and savings planning in South Africa, written for British expats and South African residents. Everything on the site is general education, not personal advice.

Name
Rory Phillips Wealth
Website
roryphillipswealth.com
What it is
An educational website. It publishes plain-English guides on offshore investing, UK pensions held from abroad, and retirement and savings planning in South Africa.
Who it is for
British expats and South African residents. Some articles are written for expats of other nationalities.
Author
Rory Phillips is an independent financial planner building a practice in Cape Town, focused on South Africa and British expats. More on the About page.
Status
Rory is building toward FSCA authorisation. Until then the site gives educational information only.
Online since
July 2026
Topics covered
  • UK pensions and ISAs
  • Offshore basics
  • Moving abroad and destination checklists
  • Retirement annuities
  • Tax-free savings accounts
  • Living and investing in South Africa
  • Offshore investing guides by nationality
  • Free downloadable guides
What it is not
It is not personal advice, and the site does not recommend products or providers. It is educational information only.
Related sites
Contact
Book a no-obligation, general-information call at roryphillipswealth.com/book, or email [email protected].
Last updated

The guides describe the general shape of the rules on tax, pensions and exchange control. They do not say what any one person should do with their money. For your own position, speak to a qualified tax adviser or financial professional.

If anything on this page looks out of date or wrong, please email the address above and it will be corrected.