How UK Planners Can Advise Clients With US Assets
About this episode
Matthew Samuel discusses how UK financial planners can effectively advise clients with US assets.
Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across both the UK and the international market, specialising in advising clients with US connections and US assets from his base in Dubai. He holds his UK chartered status alongside the Series 65 qualification, which makes him a registered investment adviser under the SEC, the US regulator. That means he can advise American expats living anywhere in the world, ...
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