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I’m Nick Roley, APFS, an experienced financial planner specializing in helping US expats secure their financial future. With qualifications in both the US (Series 65 licensed) and UK (Chartered Financial Planner, CII),I provide expert guidance on international financial planning ,retirement planning, 401(k)/IRA advice, investment management, US annuities, and tax-efficient strategies. My mission is to simplify the financial landscape for expats and ensure they make confident, well-informed decisions.
Financial planning as an expat comes with unique challenges—cross-border tax implications, investment complexities, and navigating US retirement accounts from overseas. That’s where I come in.
Dual Expertise in US & International Finance
I bring a wealth of knowledge, combining my expertise in both the US, UK and EMEA financial systems to help expats navigate international financial complexities.
Trusted & Regulated Advisor
I am SEC-regulated (CRD#: 7307215) and operate through AHR USA under Beacon Global Advisor Network (CRD#: 288833/SEC#: 801-110724), ensuring the highest standards of professionalism and compliance.
Personalized Financial Strategies
Every expat's financial situation is unique. I create tailored plans that align with your long-term financial goals, tax situation, and investment preferences.
Clear, Transparent Advice
I cut through the complexity of financial jargon and provide straightforward, actionable advice, empowering you to make informed decisions about your wealth.
Planning for financial success starts with the right advice. Book a free discovery call to discuss your goals, challenges, and the best path forward for your unique expat situation.
Helping US expats navigate retirement planning, investments, and tax strategies with expert financial guidance for a secure and stress-free future.
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