Expat Focus is pleased to offer the services of a U.S. Registered Investment Advisor (RIA) and a UK Independent Financial Adviser (IFA).

The U.S. Registered Investment Advisor (RIA) specializes in the following portfolio management and financial planning services for expatriates:

- Portfolio management and investment advisory services for all expatriates (offshore, U.S., or Canadian accounts)
- Estate planning for U.S. expatriates
- Retirement planning for U.S. or Canadian expatriates
- U.S. and Canadian taxation services

The UK Independent Financial Adviser (IFA) specialises in the provision of a wide range of advice for UK expatriates, including:

- complete financial planning
- investments and unit trusts
- investment portfolios
- offshore and UK investment bonds
- pensions and retirement planning
- savings plans
- long term care

If you are

1. a British, American or Canadian expat

OR

2. an expat living in America or Canada

please use our enquiry form to submit a no-obligation initial enquiry.