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Guide To Regulated & Authorised Financial Planning

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  • Would you know if you were given bad advice?
  • When was the last time your investments were reviewed?
  • Are your investments UK/US compatible?
  • Is your adviser licensed in the UK and US?
  • What services does your adviser provide?

A growing number of UK expats in the US are worried about how long their retirement savings will last and many are disillusioned after being sold a product or solution that is not living up to expectations. This guide talks you through the key questions you need to ask yourself and your adviser, in order to make sure your financial plan is robust and tailored to your particular needs.