Cross Border Financial Planning
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.
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Verified contacts
8
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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Distinct roles
7
indexed titles
Tech stack
0
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Monthly traffic
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- MM
Mike McGregor
Financial Adviser · Finance & Accounting
EmailPhone - PT
Philip Teague
Director · General Business & Management
EmailPhone - AM
Alexander MacKintosh
Data Analyst Manager · Information Technology
EmailPhone - CH
Charles Homer
Financial Planner · Finance & Accounting
EmailPhone - JF
Josh Farmer
Financial Planner · Finance & Accounting
EmailPhone - OL
Olwen Linge
Office Manager · Operations
EmailPhone - LM
Lucy Mack
Business Support & Marketing · General Business & Management
EmailPhone - SA
Sophie Ayliffe
Client Services Administrator · Customer/Client Service
EmailPhone
Showing 8 of 8 verified contacts
Top roles at Cross Border Financial Planning
7 distinct titles indexed · top 7 shown.
- 2financial planner
- 1business support & marketing
- 1client services administrator
- 1data analyst manager
- 1director
- 1financial adviser
- 1office manager
Sign up to unlock all 8 contacts at Cross Border Financial Planning
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