Mathew Samuel, BA (Hons), APFS

Private Wealth Advisor

Having worked in the Financial Services industry for the last 8 years, Mathew has a depth of experience both in the UK and Overseas.

Mathew spent a number of years as a Financial Planner for one of the top 10 advisory firms in the UK as voted by the Financial Times, where he focused on wealth structuring and tax planning for high net worth individuals.

As well as his First Class Honours degree in Accounting & Finance, Mathew is a UK Chartered Financial Planner and a licensed UK Pension Specialist with the Chartered Insurance Institute (CII).

Mathew provides US and UK cross boarder advice for clients in the US and overseas, on all their financial planning requirements as a registered Investment Adviser under the SEC.

Areas of Expertise

Pension Analysis, Advice, and Management

401K Analysis, Advice, and Management

IRA Analysis, Advice, and Management

Retirement Planning

Pension Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Tax Planning

Tax Structuring

Tax Advice

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

Private Banking Advice

Property Portfolio Advice

Insurance & Family Protection

Education Fee Advice & Planning

High Net Worth & Ultra High Net Worth

Private Client Wealth and Estate Planning

Complex Multi-Jurisdictional Financial Planning

Cashflow Forecasting & Modelling

Qualifications & Awards

Chartered UK Financial Planner (CII)

US Registered Investment Adviser (SEC Regulated)

UK Pension Transfer Specialist (CII)

Certificate in UK Mortgage Advice (CII)

Certificate in UK Equity Release (CII)

Chartered Insurance Institute (UK)

Series 65 - NASAA Uniform Investment Adviser Law (USA - FINRA)

AF7 - Pension Transfers (CII)

AF8 - Retirement Income Planning (CII)

First Class Honours - Accounting and Finance

Regions Covered

  • USA