Helping US Expats Secure Their Financial Future

Navigating expat finances? I provide expert guidance on retirement planning, investments, and tax strategies, helping you secure your financial future while living abroad. Let’s create a plan tailored to you.

Empowering Growth

Meet Nick Roley

Your Trusted Expat Financial Advisor

With years of experience in both US and UK financial planning, I specialize in guiding expats through the complexities of retirement planning, investment management, and tax strategies. Whether you’re consolidating 401(k)/IRA accounts, planning for long-term wealth, or optimizing cross-border tax obligations, I provide personalized solutions to secure your financial future. My approach is built on trust, efficiency, and a deep understanding of expat financial needs. Let’s create a tailored strategy that aligns with your goals and ensures financial stability, no matter where life takes you.

Comprehensive Financial Solutions

Expert Guidance for Your Financial Success Abroad

Retirement Planning

Planning for retirement as an expat can be complex. I help you maximize savings, navigate Social Security, and create a sustainable income strategy to ensure financial security in retirement.

401(k)/IRA Advice

Managing US retirement accounts from abroad? I provide expert guidance on consolidating and optimizing your 401(k) and IRA, ensuring tax efficiency and long-term growth tailored to your goals.

US Annuities

Annuities can provide a reliable income stream for retirement. I help expats choose the right annuity options to balance security, growth, and flexibility in their financial plan.

Non-Qualified Investment Planning

Investing beyond retirement accounts? I guide expats in managing non-qualified brokerage investments, optimizing tax efficiency, and building a portfolio that aligns with your financial aspirations.

US Tax Planning

Cross-border tax obligations can be overwhelming. I provide tailored tax strategies to help minimize liabilities while ensuring compliance with US and foreign tax regulations for expats.

What My Clients Say

Trusted by US Expats Worldwide

I highly recommend Nick Roley to anyone seeking professional assistance with financial matters, especially complex ones like pension transfers. Nick recently helped me transfer my UK pension, and I was impressed by the thoroughness, expertise, and dedication shown throughout the process. He ensured I understood every step, leading to a smooth and stress-free experience. His in-depth knowledge of UK pension systems, combined with his excellent communication and attention to detail, made what could have been a daunting task incredibly manageable. Nick is a top-notch financial advisor, and I wouldn't hesitate to work with him again.

- Jonathan Rodriguez Wells Advisor at ExxonMobil

I have had the pleasure of working with Nick Roley as my financial adviser, and I have received outstanding service so far. From our first meeting, Nick has demonstrated exceptional expertise and commitment to my financial and personal well-being.
He has gone above and beyond to provide solutions to the complex US/UK financial issues I faced. Whether it is a simple query or something more complex, Nick has always been available to help, offering clear and sound advice that puts my mind at ease. His approachable nature and problem-solving skills make him a trusted partner in my financial journey. I highly recommend Nick to anyone seeking a reliable and knowledgeable financial adviser.

- Neil Pearson GSK Senior Fellow, Senior Director Medicinal Chemistry

For anybody looking for an alternative option for managing their investments, or curious if your portfolio could be doing better, I would highly recommend speaking to Nick.
I found him to be highly knowledgeable and professional in my dealings with him, and my investment portfolio has certainly seen impressive performance since making the switch from my previous advisors.

- Stuart Mitchell President & CTO - PipeSense

Start Your Financial Journey with a Free Discovery Call

Have questions about expat finances? Let’s discuss your retirement, investments, or tax planning needs in a free, no-obligation call. Get expert insights and personalized guidance tailored to your situation.

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Insights and Strategies for US Expats

Stay informed with expert insights on retirement planning, investments, tax strategies, and financial tips tailored for US expats. Explore actionable advice to secure your financial future while living abroad.

Key Retirement Planning Mistakes US Expats Should Avoid

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