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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, Mathew focuses on helping US expats and internationally mobile clients manage pensions, retirement strategies, and tax compliance across jurisdictions. His expertise lies in simplifying complex cross-border financial landscapes and providing clear, tailored solutions for long-term financial security.

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