AHR Group has been acquired by Titan Wealth and is now operating as Titan Wealth International

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Mathew Samuel
BA (Hons), APFS

Private Wealth Team Director

Mathew Samuel has over 10 years’ experience in Financial Services, with expertise spanning both the UK and US markets.

He spent several years as a Financial Planner at one of the UK’s top 10 independent advisory firms, specialising in wealth structuring and tax planning for high-net-worth clients.

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).

Registered with the SEC as an Investment Adviser, he focuses on delivering cross-border financial planning solutions, tax compliance, and retirement strategies for US expats and residents navigating complex US-UK financial landscapes.

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)

Certificate in UK Equity Release (CII)

Chartered Insurance Institute (UK)

Series 65 - NASAA Uniform Investment adviser Law (USA - FINRA)

AF7 - Pension Transfers (CII)

AF8 - Retirement Income Planning (CII)

First Class Honours - Accounting and Finance

Regions Covered

  • USA

Recognition

Guides by Mathew