Investment Adviser Representative & Pension Specialist I provide specialist advice for individuals with UK pensions that are resident in the USA. My role is keeping individuals with UK pensions up to speed on recent legislative changes in the UK pension industry, analysis of individuals current UK pension arrangements and the transfer options available to them now that they are resident in the USABased in the US, I use my 20 years of experience in the financial industry, 12 of which in the international area, working with British pensions to best advise US residents on their options.Specialties: UK pension analysisPension transfers and frozen pension release (ROPS, SIPPS)US Insurance Products International retirement planning (Including IHT planning for British nationals)Online Investment PlatformsCurrency ExchangeWarm Regards, Mark
Listed skills include Banking, Management, Portfolio Management, Financial Advisory, and 28 others.