Transfer UK Pension to USA Service

Daniel has been managing my UK pension and longer-term financial planning needs for over three years now. He is genuinely a consummate professional, always acting with integrity and professionalism in our dealings.

His guidance and knowledge of different financial options and complex matters such as inheritance tax planning has been invaluable.

Daniel always takes the time to ensure you're comfortable and informed about these significant decisions with good, clear, honest communication.

Nico, Samuel and the Team are also very responsive and expedite all of my requests in a timely fashion. I've recommended Daniel in the past to friends and colleagues and will continue to do so.

Wealth Management crossing multiple borders - William is a expert in is field with balanced advice resulting in agile and efficient execution of well planned strategies. The service received by William and his team along with the personal touch from William has been 1st class. If in any doubt as to who to reach out to, I recommend you contact William.

As someone who is extremely skeptical about financial advisers and whose interests they are really looking out for, I received Andreas's initial approaches to handle my affairs with extreme suspicion having experienced poor advice from others previously.

I have now known him for a few years and to date I can only say he is the best adviser I have ever had. That's probably easy to achieve considering those that came before! That said, I have found him to be approachable, efficient in conducting my business, genuine, and a man of integrity. In terms of the recommendations and subsequent investments made - so far so good.

While normally I would never consider recommending an adviser, as I feel I place my own integrity on the line, I make an exception for Andreas given how every aspect of our relationship and affairs have been handled.

A colleague recommended James from Titan Wealth International to me when I was looking to consolidate various pension plans that I had at the time. I have been very impressed with his advice and assistance in setting me up with one new scheme which suits my current needs and retirement plans.

He did all the leg work in contacting the various providers to release the funds into my new scheme. His communication throughout the process was excellent and we have regular catch-ups to discuss the performance of my pension and other investments he is advising me on.

In short I am happy to recommend James to anybody looking for somebody to advise on retirement planning and wealth management.

I have become a client of William’s this year as part of transferring my UK pension. What has impressed me during the last 10 months, is the time investment William puts into building a client relationship, over multiple meetings and nearly face to face. He puts in the time and comes to you.

For many expats and professionals, life is super busy and hectic. To find the time to contemplate your UK pensions is a real challenge and William assisted me greatly to navigate these complex waters.

William is very personable and easy to work with. He deciphers the complexities of pensions, not an easy job and is clear in advising options to pursue.

I’ve always found William very trustworthy and reliable. He is very punctual and is clear on what will happen when and who in his team will do what? I look forward to furthering our investment relationship in the years to come.