Cross Border Financial Planning specialises in providing global wealth solutions to British expats who have left assets behind in the UK, and to foreign nationals who live and work in the UK.
The advice we provide comprehensively considers the tax, currency, and legal implications for our globally mobile clients and their families.
We specialise in:
- Retirement Planning for British Expats
- Investment Planning for British Expats
- British Expats in the US
- American Expats in the UK
- Australian Expats in the UK
- British Expats in Australia
Whether you have relocated permanently or, alternatively, are regularly moving countries, our tailored solutions are designed to assist our clients in achieving their financial goals. Cross Border Financial Planning UK collaborates with both Cross Border Financial Planning USA and partners in Australia in order to provide specialised advice to British, American, and Australian expats. Contact us in order to learn more about how we provide independent solutions tailored to your circumstances.
Company Details
- Employees
- 8
- Founded
- -
- Address
- Bellinger Close, Business Cyber Centre,unit 7,greenways Business Park,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cbfp.co.uk
- Keywords
- US/UK Cross Border Financial Planning, Investment Management, Retirement Planning, UK Pension / QROPS Planning for British Expatriates, Cross Border Court Ordered Pension Sharing Solutions, Multi Currency Investment Strategies, Transatlantic Wealth Management.
- HQ
- Chippenham, England
Cross Border Financial Planning Questions
Cross Border Financial Planning's website is cbfp.co.uk
Cross Border Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/cross-border-financial-planning
Cross Border Financial Planning has
8 employees.
View email and phone details for 8
employees at Cross Border Financial Planning.
Cross Border Financial Planning's industry is
Financial Services
Cross Border Financial Planning's top competitors are
Maseco Private Wealth,
Dunhill Financial,
Creative Planning,
Cross Border Financial Planning Usa,
Investments For Expats,
Præmium Limited,
W1m Wealth & Investment Management,
Tanager Wealth Management Llp,
Quilter Financial Planning,
Morgans Independent Financial Advisers Ltd.
Cross Border Financial Planning's categories are Financial Services
Cross Border Financial Planning's founding year is 2016
