A seasoned Financial Services professional I help private clients achieve their goals and financial objectives in life. I am qualified as both a US and International Financial Adviser giving me deep insight into cross border and international financial issues especially in the pensions arena.I am uniquely positioned to help expat clients now resident in the U.S, Caribbean Nations and Central America and indeed foriegn citizens that have accumulated pension funds and rights within the U.K, to assimilate these very important assets into one concise and sensible retirement plan.The majority of my clients wish to retire outside the U.K and use my services to ensure that they have a tax optimal solution which is best for both them and their loved ones.Feel free to reach out if there are any questions I can help you with....
Listed skills include Investments, Strategic Financial Planning, Retirement Planning, Portfolio Management, and 24 others.