Atlanticawealth Reviews 1

TrustScore 3.5 out of 5

3.7

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Company details

  1. Financial advisor

Written by the company

We’re experts in UK pensions and the options available to British expats living in the USA. We offer a free initial fact-finding call and based on your personal circumstances, we’ll send you by email a full written report with our recommendations. We work with a US-based Certified Public Accountant who specialises in tax advice for US residents with overseas assets, so that all aspects of your pension will be taken into consideration. All advice given is in the context of your personal circumstances. This will include the impact your UK pension may have on your retirement income, alongside any local pension and savings assets you may have or are accumulating.


Contact info

3.7

Average

TrustScore 3.5 out of 5

1 review

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Rated 5 out of 5 stars

This was my initial "virtual meeting"…

This was my initial "virtual meeting" with Simon. He was enthusiastic throughout bearing in mind he has numerous client reviews. He understood where I am in the age/investment cycle and provided good advice. I hope to use him as a sounding board in the years to come.

22 May 2024
Unprompted review
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Reply from Atlanticawealth

Many thanks Dev. We appreciate the review and look forward to continuing to work with, and for you.

- Atlantica Wealth

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