SIPP, IRA, 401k, US investment accounts, portfolio management and retirement planning for expats in the USABack to top Back to main Skip to menu
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Expat Focus 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, retirement planning and other financial planning services for residents of any nationality living in the US or US citizens living abroad.
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.