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Topic: Financial advisor recommendations  (Read 592 times)

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Financial advisor recommendations
« on: August 27, 2017, 11:07:02 AM »
We need to find a financial advisor, London-based preferred. Do any UK/US couples have recommendations for someone who's used to people with accounts scattered across two countries? Or anyone to avoid? Thanks!
Met 2003
Married 2008
Spousal visa 2008-2010
USA 2010-2017
Moved to the UK July 2017


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Re: Financial advisor recommendations
« Reply #1 on: November 18, 2017, 07:26:27 PM »
Did you ever make and progress with this question?


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Re: Financial advisor recommendations
« Reply #2 on: November 19, 2017, 07:47:07 AM »
Did you ever make and progress with this question?

No, we haven't found an advisor yet.
Met 2003
Married 2008
Spousal visa 2008-2010
USA 2010-2017
Moved to the UK July 2017


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  • Posts: 24

  • Liked: 9
  • Joined: Oct 2017
Re: Financial advisor recommendations
« Reply #3 on: November 28, 2017, 10:15:48 PM »
Would be happy to compare notes with you. Can you IM or email me? I can share what I know.


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Re: Financial advisor recommendations
« Reply #4 on: November 29, 2017, 11:23:06 AM »
Why not share here?  I'd love to know as well.


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Re: Financial advisor recommendations
« Reply #5 on: November 29, 2017, 12:08:11 PM »
Not much headway made yet. A member pm-ed me when the question was revived that Maseco in London has worked for them.

https://masecoprivatewealth.com/

We have questions specific to our family but one that is probably relevant to many others is do other US citizens abroad max out their IRA contributions each year? Should USC be taking advantage of that (if you have one already) over additional tax-free NEST contributions? What's most efficient?
Met 2003
Married 2008
Spousal visa 2008-2010
USA 2010-2017
Moved to the UK July 2017


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