Having issues with your QROPS?
Work with US SEC-registered UK pension advisors
Cross Border Wealth is a US-based investment advisory firm that provides specialized overseas wealth management solutions to US-connected global individuals. Through the years, our firm has been helping US residents navigate the complexities of managing their UK pension from the US. Our seasoned team of cross-border UK pension specialists – from advisors, compliance specialists and client services professionals – are committed to help safeguard and optimize their UK pension.
Why partner with us
Our firm adheres to the strictest compliance requirements to safeguard your assets and protect your interests.
We review clients’ unique situations to identify potential risks and craft tailored solutions to address any compliance issues.
We provide recommendations, but the client has the final say on all investment decisions, giving them control of their portfolio.
The client is responsible for holding and managing their own assets, rather than giving the advisor control over their funds.
Our knowhow of the UK pension landscape lets us help clients navigate the intricacies of overseas pension management.