Are You Sitting Comfortably?

Having left the UK behind in search of higher earnings and a greater way of life it’s easy to assume you’re sitting pretty right now.

But with both the UK and America at the centre of so much global uncertainty, just how comfortable are you right now?

With Brexit on the horizon, and the Trump administration continuing to cause ripples through the markets, If you have a pension or assets back home in the UK, now really is the time to review your investment plans.

As one of only a handful of Advisory Groups who have regulated entities in both the UK and US, we understand just how difficult and time consuming it can be finding the right financial adviser, and that’s why we have done all the leg work for you.

Our guide gives you the key areas to cover when talking to a financial adviser, including:

  • What experience do they have dealing with people in a similar situation?
  • Where are they based? Where is their US office?
  • Do they have offices in other parts of the globe?
  • Do they hold the correct licences? Are they licenced by the FCA and by SEC?
  • What do they offer? Is it a full service or a limited number of products.
  • How are they remunerated?

Expats just like you

Not only are GWM USA's team of advisers regulated, highly competent and friendly, they are also expats just like you. They have first-hand knowledge of the local and international hurdles that you need to overcome, in order to make the most of your international expat status.

Our team has worked with some of the UK’s top talent working in America at companies such as Nike, Google and Amazon, to name but a few.


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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© 2017 Guardian Wealth Management