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