Cross Border Financial Planning specialises in providing global wealth solutions to British expats who have left assets behind in the UK, and to foreign nationals who live and work in the UK.

The advice we provide comprehensively considers the tax, currency, and legal implications for our globally mobile clients and their families.

We specialise in: 
- Retirement Planning for British Expats
- Investment Planning for British Expats 
- British Expats in the US
- American Expats in the UK 
- Australian Expats in the UK 
- British Expats in Australia 

Whether you have relocated permanently or, alternatively, are regularly moving countries, our tailored solutions are designed to assist our clients in achieving their financial goals. Cross Border Financial Planning UK collaborates with both Cross Border Financial Planning USA and partners in Australia in order to provide specialised advice to British, American, and Australian expats. Contact us in order to learn more about how we provide independent solutions tailored to your circumstances.

Cross Border Financial Planning

Philip Teague

This department provides financial planning and advisory services to clients to help them achieve their financial goals.

Financial Services

This department focuses on the collection, analysis, and interpretation of data to drive informed decision-making.

Cross Border Financial Planning

Org chart

Teams

Financial Services

Data Analytics

Offices

Cross Border Financial Planning

Org chart

Teams

Financial Services

Data Analytics

Offices

Related companies