SIPP, IRA, 401k, US investment accounts, portfolio management and retirement planning for USA expatsBack to top Back to main Skip to menu
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Expat Focus US Investment PartnerTom is a Registered Investment Advisor, Chartered Financial Analyst, and Certified Financial Planner™ professional specializing in portfolio management and financial planning services for expatriates.
Services include: US or offshore investment accounts, IRAs, 401ks, portfolio/investment management, UK SIPPs, UK pension transfer to the US or elsewhere (QROPS), retirement planning and other financial planning services for US citizens living abroad or residents of any nationality living in the US.
Further services provided in conjunction with other US financial firms include: Obtaining US Green Cards and permanent residence through investment, pension and benefits plan setup and administration for companies starting operations in the US.