Good fortune is what happens
when opportunity
meets with
PLANNING
Financial Planning with Purpose
Financial advice for transatlantic households
The legislation governing both the UK and US’ tax jurisdictions is fast paced, complicated and constantly evolving. That’s on top of punitive fines and two complex but very different regulatory frameworks.
As a result, managing your assets and investments across two continents can seem a very daunting prospect.
That’s where we come in. We make things simple.
Our team is led by individuals that have lived and worked in both the US and the UK, so we have first-hand experience of both the challenges and the potential problems that you can encounter.
We can share this cross-border experience with you, helping you to plan with purpose and ensuring you keep steadily moving towards your own personal goals without any nasty surprises.
Navigating differing financial landscapes
When life gets busy, your long-term finances may be the last thing on your mind. However, the decisions you make today will make a significant difference to your future wealth and security.
Our job is to guide you every step of the way, so that you can enjoy the here and now knowing that the future has been carefully planned to achieve your objectives. We’ll manage your assets and investments with confidence, working closely with you to maximize the opportunities available.
Our experience means we’re perfectly placed to help US connected people that are living in the UK. We can help you navigate the differing financial landscapes across both countries with ease, allowing you to work towards your personal ambitions and live your life, financial worry free.
But we’re not in the habit of selling products, we advise on all important financial matters including:
Cross-Border Financial Planning
US & UK Wealth Management
Relocation Planning
Tax-Compliant Investing
UK Pension Planning
Our advice is bespoke and completely tailored to you.
As a Brit working in the music industry, I am fortunate that my career has taken me to America. Working across two countries can be complex; however, David James Wealth USA helps me manage this in two ways - they get my industry, and they have deep expertise in offering financial advice in the UK and US. Few firms can successfully do both
Emmy, Golden Globe and Grammy-Nominated Songwriter
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