CROSS BORDER FINANCIAL PLANNING FOR BRITISH EXPATS

Providing bespoke financial advice to British Expats in the US and beyond.

  • Cross-Border Financial Planning
  • UK Pensions (SIPPS, QROPS, Final Salary), 401Ks, Roth IRAs and more
  • Investment Management
  • UK Expat Mortgages
  • Insurance Solutions
BOOK FREE INITIAL CONSULTATION

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UK & US REGULATED FINANCIAL ADVISORS

Our team and services are fully regulated and qualified in the US and the UK, meaning you will be in good hands.

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MOVING TO US IS SIMPLE & EASY

If you want to change advisors, we will make the transition as smooth as possible.

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AWARD-WINNING

We provide award-winning solutions and transparent, fee-based advice to help you reach your goals.

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YOUR DREAM IS OUR PLAN

It's your dream, we're here to help you make it a reality.

EXPERTS IN HELPING BRITISH EXPATS IN THE US AND BEYOND

We specialise in helping British expats who live, work and who are retired in the US, manage their finances in the best and most tax efficient way. We understand that as a British Expat you have a unique set of needs and might have questions such as:

  • How will my income or assets be taxed as a British Expat living in the US?
  • If I sell my UK assets how will they be taxed in both the US & UK?
  • Can I transfer my UK Pension to the US?
  • What should I do with my Final Salary pension or my 401K?
  • How do State Pensions interact with Social Security?
  • What should I do with my UK mortgage as a British Expat?

Do these questions sound familiar?

We offer a FREE introductory consultation with one of our Expat Financial Advisors. No strings attached.

british expats in the usa

HOW WE HELP BRITISH EXPATS

Investment Management

US & UK INVESTMENT ADVICE

Managing your investments across the US and the UK and providing ongoing financial advice on all your investment decisions.

Pensions & Retirement Planning

PENSIONS & RETIREMENT PLANNING

From SIPPS, QROPS, Final Salary (DB) pensions, 401Ks, and more, we specialise in helping British Expats plan for retirement so they can relax in their later years.

Tax Planning

TAX PLANNING

No matter where you are living or where you plan to be, we will help you structure your income and assets in the most tax-efficient way.

Estate Planning

WILLS, TRUSTS & ESTATE PLANNING*

Managing your estate and helping you pass on your wealth according to your wishes.

Life Insurance

PROTECTION: INSURANCE SOLUTIONS

Protecting you from the unknown with life insurance, critical illness cover or income protection.

Mortgages

MORTGAGES

Assisting you with all your UK Expat mortgage and property financing needs. Helping you find the best mortgage rates.

Headway Wealth Guide to UK Pensions for US Residents

DOWNLOAD OUR FREE GUIDE TO UK PENSIONS FOR US RESIDENTS.

Whether you are looking to transfer your UK pensions, consolidate them, or simply want to understand your options, download our guide.

SEND ME THE GUIDE

WHY CHOOSE US?

Our company was founded by British Expats who understand the unique needs of those living abroad with ties to the UK. We have over 40 years of combined experienced helping British expats make the most of their finances.

Let us help you make the most of yours.

Personal Support

INVESTMENT, PENSION & EXPAT EXPERTS

From Investment Management to Pension Transfers, Pension Consolidation, Lost Pensions or overall Retirement Planning in the UK and the US, we will help you reach your life and retirement goals.

Tax Planning

TRANSPARENT COST

We pride ourselves in offering transparent and competitive fees. Unlike many overseas financial advisory firms, we are fee-only advisors, that means there are no commissions, revenue sharing or hidden fees. We keep it simple.

Independent

QUALIFIED & EXPERIENCED

We provide unbiased, regulated, independent financial advice solely focused on your needs. Because we are independent, we will always have your best interests at heart.

WHAT OUR CLIENTS SAY

"My advisor came up with a great investment strategy, tailor made for me and my family and our current financial circumstances."

- Armon M

"Exceeded my financial goals and have helped me understand my financial future in a way I could not have structured on my own. A solid five stars, for sure."

- Heather E

"Super glad we made the switch. Communication is great and the process is simplified which is perfect for us."

- My Free Range Family (Business)

5-STAR RATED

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LET'S MAKE HEADWAY TOGETHER.

Please fill in your details to BOOK YOUR FREE INITIAL consultation with one of our financial advisers.

HOW IT WORKS:

  • We will call you back to find out more about your financial circumstances and needs
  • One of our advisers will then be in touch at a convenient time, either over the phone, over zoom or at your desired location.
  • You will be able to ask any questions you have and find out more about our financial planning approach and process.

Your consultation will be at our cost and there is no obligation to work with us afterwards.

HEADWAY WEALTH LOCATIONS

Headway Wealth Europe  - Nexus EU

Calle Las Barcas 2, 2nd floor, Valencia, Comunidad Valenciana, 46002, SPAIN

Tel: +442033935920 I Email: EU@headwaywealthglobal.com

Headway Wealth USA – an approved BGAN representative

The Corn Barn, Upton End Business Park, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, UK 

Tel: +1(737) 212-9962 I Email: USA@headwaywealthglobal.com

Headway Wealth UK

The Corn Barn, Upton End Business Park, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, UK 

Tel: +442033935920 I Email: enquiries@headwaywealthglobal.com

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