An American Living in Britain Deserves Better Financial Advice
opportunity on both sides of the Atlantic.
If You've Been Told "We Can't Help US Citizens", You're Not Alone
Many Americans living in the UK quickly discover that financial planning becomes more complicated after relocating overseas.
You may have existing US retirement accounts, stock options, investments, property decisions, tax considerations and family commitments spread across multiple countries. Unfortunately, many advisers choose not to work with US citizens because of this complexity.
At Barnaby Cecil, we specialise in helping successful professionals make confident financial decisions when life becomes more complicated.
Understanding Both Sides Of The Atlantic
Helping you navigate important financial decisions while coordinating with advisers, accountants and professionals in both countries.
Complex Wealth Made Simple
From pensions and investments to stock options and property purchases, we help simplify financial complexity.
The app
Our app is a Client Portal that allows you to monitor you investments, from anywhere in the world, 24/7. All of your financial data is held in one secure place, giving you total control over your financial affairs. Digitise your plans and keep everything secure, via Tablet or Mobile.
The App is currently under development (ready November 2020).
A Plan Built Around Your Life
Your financial plan should support your goals, your family and your future, wherever life takes you.
Financial Planning For Americans Living In Britain
Living overseas creates financial opportunities and challenges that many advisers rarely encounter.Our role is to help you make confident decisions and create a plan that works across borders.
A Planning-Led Approach
Financial planning is about more than investments. It is about understanding where you want life to go and creating a strategy to support it. At Barnaby Cecil, we help successful professionals answer questions such as:
Am I on track?
Can I afford this decision?
How much is enough?
What should I do next?
Our role is to bring clarity and confidence to important financial decisions.