Recommendation for a financial advisor

I'm moving to London from the US very soon, and I would like to find a US/UK aware financial planner for a one-time consultation.

I'm comfortable doing my own investing in the US (Vanguard mutual funds), but I would like some advice on the UK-specific tax implications of this move. I need more than just tax advice, such as, is it worth it to sell all my mutual funds to "reset" capital gains to zero before I leave?

Most planners seem to want to be "asset managers" and take an on-going percentage. I would like to pay a one-time fee (even if it's large) for someone to look over my current investments and give advice. Can anyone recommend somebody?

It took me several years after moving to the UK just to find a competent accountant that understands international issues. The financial side of living in two worlds is a real pain. I will send you a PM.

Groover, can you send me that PM as well? We have a three country situation and definitely need some advice because while, yes we can invest on our own, I need some help understanding the ins and outs of UK investments and impact on potential future tax stuff. As well as if we were to buy real estate investments etc. And what to do with company pension schemes.

Hmm... may take more than one session!

Hi Alex,

I actually work specifically in this area. My company specialise in managing assets of UK/US citizens living outside of the US and I would be happy to have a conversation with you to see if I can help, or at least point you in the right direction of someone who can.

If you send me a direct message I can give you my contact details.

I look forward to speaking,

Adam