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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
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