Cross Border Financial Planning

Cross Border Financial Planning is a specialist independent financial advisory firm that focuses on the complex financial needs of individuals living a transatlantic lifestyle. As Chartered Financial Planners, they provide regulated advice to US citizens in the UK and UK citizens in the US on managing their investments, pensions, and overall wealth across both jurisdictions. Their core mission is to help clients navigate the intricate tax and regulatory systems of both countries to create a cohesive and optimized financial plan.