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How UK Planners Can Advise Clients With US Assets
Description
Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across both the UK and the international market, specialising in advising clients with US connections and US assets from his base in Dubai.
He holds his UK chartered status alongside the Series 65 qualification, which makes him a registered investment adviser under the SEC, the US regulator. That means he can advise American expats living anywhere in the world, UK pension holders based in the US, and anyone navigating assets across both jurisdictions. It is one of the most technically demanding niches in financial planning, and it is exactly where he chose to specialise.
In this episode of Financial Planner Life, Sam Oakes sits down with Matthew in Dubai to find out what that career actually looks like day to day. How he established credibility as a young adviser without years of experience behind him, and why getting your exams done early is the single best thing a young financial planner can do. How Covid changed the way international advice is delivered, making it possible to speak to clients across New York, Texas and San Francisco all in one evening without boarding a single flight. And what the One Titan philosophy actually means in practice, from following clients across borders as their lives change to having specialists in-house for almost every jurisdiction in the world.
Titan Wealth International is expanding into the US with advisers on the ground, building the infrastructure to serve clients wherever in the world they end up.
This is an episode for UK financial planners thinking about an international career, for anyone curious about what advising US-connected clients actually involves, and for anyone who wants to understand what a genuinely global financial planning business looks like.
The episode's key takeaways:
- Why Matthew combined his UK chartered status with the Series 65 to advise US-connected clients internationally
- How knowledge compensates for lack of experience in client meetings and why young advisers should prioritise their exams
- How Covid changed international financial planning delivery and what that means for advisers thinking about going global
- What a 401k is and why so many sit dormant and unreviewed for international clients
- What the IRA rollover actually means and why it matters for US clients with UK connections
- What One Titan means in practice and why a borderless financial planning business changes everything for internationally mobile clients
- Why Titan Wealth International is expanding into the US and what that means for financial planners considering an international career
If you are a UK financial planner thinking about taking your career international, this is the episode to listen to.
Learn more about Titan Wealth International at www.titanwealthinternational.com
Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
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