Our founders and financial advisers are British Expats who have worked in the UK and overseas. They have first-hand experience across all aspects of cross-border financial planning and truly understand the unique needs of British Expats around the world or those with financial ties to the UK. This enables us to offer a more holistic view on financial advice no matter where you are based or where you plan to be in the future.
“I specialise in providing cross-border financial planning to British expatriates who have left assets behind in the UK and foreign nationals who live and work in the UK. I help them make the most of their US/UK pensions and investments.
My holistic financial planning approach is rooted on your goals and needs and takes into account the tax, currency and legal implications for the country you live in.
On a personal level, I am a UK resident, husband of an American wife living in the UK, and former British Expat living in the Middle East. All these experiences have given me a thorough understanding of the unique financial needs of those living in the UK and the US.”
-Elliott Parkhouse, Co-Founder and Financial Planner
“I lived in the Middle East for over 10 years doing international finance and wealth management for British Expats overseas.
I sincerely love what I do. That includes identifying opportunities for individuals and families and creating a roadmap for a better financial future. Headway Wealth inspires me because we are able to offer the tailored, quality advice that people deserve without the high-entry barriers of many private banks and wealth management firms.
I believe passionately in the benefits of great financial planning on our lives as it has a huge impact on our overall well-being.”
-Hamzah Shalchi, Co-Founder and Financial Planner
“Throughout my 15 year career in wealth management in the UK and overseas, I’ve had the pleasure of helping numerous Brits and Expats create a better future for themselves and their loved ones.
As a husband and father of two, I am passionate about working with families to identify opportunities and provide cost-effective financial solutions that enable them to live their best lives whilst leaving a legacy behind.”
-Duncan Raeside, Senior Financial Planner
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Headway Wealth USA is an approved Blacktower Financial Management (International) Limited (BFMI) representative. Building 31, Capability House, Wrest Park, Silsoe, Bedfordshire, MK45 4HR, United Kingdom.
Headway Wealth through its advisers offers investment and financial advisory services through Blacktower Financial Management (International) Limited (BFMI), a registered investment adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or education. Check the background of this firm on the Investment Adviser Public Disclosure page.
Tel: +1(737) 212-9962 I Email: USA@headwaywealthglobal.com
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