As a UK Chartered Financial Planner and Investment Advisor Representative, I specialise in offering bespoke financial planning services tailored to the unique needs of US-connected individuals. My dual qualifications and licenses enable me to advise on and manage UK and US investments and retirement plans, a niche expertise that sets me apart.

I work closely with my clients to navigate the complexities of transatlantic financial planning, optimising their UK pensions and investments alongside US retirement accounts, savings, and brokerage accounts. My comprehensive approach ensures that all aspects of your financial landscape are considered, allowing for integrated and effective planning across different jurisdictions.

By evaluating your current financial position and future goals, I aim to mitigate risks and provide a clear path towards achieving your aspirations. When necessary, I develop personalised cashflow models to support retirement planning and significant life events, considering various scenarios and tax implications to maximise your estate planning efficiency.

If you're looking for expert guidance on seamlessly managing your UK and US financial interests, please feel free to contact me to discuss your financial planning needs.