UK Expat retirement pension review

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.

Is your financial adviser regulated in your local jurisdiction?

There are currently a multitude of “so called” adviser companies who call in to the US, and actively targeting British expats (and other nationalities). These outfits are mainly from the UK, mainland Europe and middle east locations, and whilst these companies may be licensed by the FCA or whoever is the relevant body in their home jurisdiction, it does not automatically mean that they are licensed and regulated by the SEC to give advice on US / UK cross border financial planning.

What are the dangers of receiving unregulated advice in the US?

Download your FREE e-guide and find out...

  • Why your Investments/Pensions might not be performing as well as you think.
  • What happens if you return to the UK.
  • The advantages of enlisting the services of a career adviser, backed up by a global company, with a physical presence and licenced in both the US and UK.
  • The importance of exploring all areas of financial planning.
  • How to improve the performance of your old UK pensions.

You've found the needle in the haystack

Long term, secure financial advice from consultants who are regulated and authorised in both the UK and the US.

GWM USA’s team of experienced financial planning experts provide independent and regulated advice to international professionals and global investors across the USA. We understand the local hurdles that expats need to overcome and have first-hand knowledge of how to use your international status to successfully achieve your investment goals.

GWM is extremely proud of its UK roots, where it holds Chartered status, and has successfully exported the principles of UK based financial planning across the globe. Adhering to UK principles and comprehensive and transparent reporting to clients, partners and regulators.

Choosing which adviser to work with here in the US can be a difficult decision to make, below are a list of questions answered in your FREE to download E-Guide

  • What experience do you have dealing with people in a similar situation to mine?
  • Where are you based and where is your office based in the United States?
  • What licenses do you or your firm hold?
  • Can you recommend only a limited number of products or services to me? If so, why?
  • How are you remunerated?


All the advice provided by GWM USA is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.

10,000 International clients worldwide benefit from our local knowledge.

To find out how GWM USA can help you plan for a brighter financial future... contact us or download your FREE UK/US cross border financial planning E-Guide.

Tel: +1 (0) 786 408 7703 Email: clientservices@gwm-usa-llc.com


GWM USA LLC, 1450 Brickell Avenue, Suite 2180, Miami, 33131 FL

GWM USA LLC is part of the Guardian Wealth Management Group for all Group regulatory details please visit https://gwm-usa-llc.com/about-menu/regulations. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).

SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.

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