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Mathew Samuel
BA (Hons), APFS
Private Wealth Team Director
Mathew has over a decade of experience in financial services, specialising in cross-border planning between the UK and US.
He began his career as a Financial Planner at one of the UK’s top 10 independent advisory firms, advising high-net-worth clients on wealth structuring and tax planning. Mathew holds a First-Class Honours degree in Accounting & Finance and is a UK Chartered Financial Planner, as well as a licensed UK Pension Specialist through the Chartered Insurance Institute (CII).
Now SEC-registered in the US, he provides US and UK cross-border advice for clients in the US and overseas, supporting all aspects of their financial planning requirements.
His expertise lies in pensions, retirement strategies, tax compliance, and simplifying complex cross-border financial landscapes. Known for delivering clear, tailored solutions, Mathew helps clients achieve long-term financial security with confidence and clarity.
Areas of Expertise
- Pension Analysis, Advice, and Management
- 401K Analysis, Advice, and Management
- IRA Analysis, Advice, and Management
- Retirement Planning
- Pension Planning
- Lifetime Allowance Planning
- Inheritance Tax Planning
- Succession Planning
- Tax Planning
- Tax Structuring
- Tax Advice
- Wealth Management
- Investment Portfolio Management
- International Savings & Investment Options
- Investment Review
- Private Banking Advice
- Property Portfolio Advice
- Insurance & Family Protection
- Education Fee Advice & Planning
- High Net Worth & Ultra High Net Worth
- Private Client Wealth and Estate Planning
- Complex Multi-Jurisdictional Financial Planning
- Cashflow Forecasting & Modelling
Qualifications & Awards
Chartered UK Financial Planner (CII)
US Registered Investment adviser (SEC Regulated)
UK Pension Transfer Specialist (CII)
Certificate in UK Mortgage Advice (CII)
ER1 - Certificate in UK Equity Release (CII)
Chartered Insurance Institute (UK)
Series 65 - NASAA Uniform Investment adviser Law (USA - FINRA)
AF1 – Personal Tax and Trust Planning (CII)
AF5 – Financial Planning Process (CII)
AF7 - Pension Transfers (CII)
AF8 - Retirement Income Planning (CII)
First Class Honours - Accounting and Finance
CF6 – Mortgage Advice (CII)
R01 – Financial Services, Regulations and Ethics (CII)
R02 – Investment Principles and Risk (CII)
R03 – Personal Taxation (CII)
R04 – Pensions and Retirement Planning (CII)
R05 – Financial Protection (CII)
R06 – Financial Planning Practice (CII)
Regions Covered
- USA
Recognition
While living in the USA and before meeting Mathew, we had concerns about our British pension and how it was invested. We have now been working with Mathew as our financial adviser for the last few... Read Full Quote
I would highly recommend Mathew for wealth management needs. I have been working with Mathew for the past two and a half years and, as an expat in the US, Mathew has helped me navigate the... Read Full Quote
I first met Mathew when the company I worked for decided to restructure our company pension scheme in 2019. He was one of two advisers brought in to help the employees through the process and I was... Read Full Quote
I highly recommend Titan Wealth International PRivate Wealth and Mathew. Being an academic with little time Titan Wealth International and Mathew have guided me through a move to the US, and how to... Read Full Quote
Mathew is an excellent adviser. He maintains regular communication and builds solid relationships. He resolved many issues with my portfolio, reduced my charges and gave me full confidence it was... Read Full Quote
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