March 11, 2026
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Looking for US / UK dual registered investment advisors
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I have a prospect who is a US citizen living in the UK. I can help her since the issues involved are almost entirely typical US advisory and US-focused cross-border planning issues with only minor questions on the UK side. However, I wanted to offer her other options in case she finds them to be a better fit. I mentioned Dunhill to her, and I will pass on Plan First Wealth (per Ashley's post about their podcast). Does anyone out here in GFPI land know of any other US/UK dual-registered advisory firms I could point her to? Thank you.
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