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Secure Your Future

Retirement Planning

I specialize in guiding US expats through the intricacies of US retirement planning. With personalized strategies, I help you maximize your savings, understand Social Security benefits, and create a sustainable withdrawal plan. Whether you’re just starting your retirement journey or are nearing retirement age, I provide tailored advice to help you achieve your financial goals. Let’s work together to ensure a secure and fulfilling retirement. Contact me today to start planning for your financial future!

Optimize Your Retirement Savings

401(k)/IRA Advice

I offer expert guidance in 401(k) and IRA consolidation, especially for those living abroad. Navigating retirement account consolidation can be challenging, as it’s often difficult to find the right resources and solutions from overseas. I help you streamline your retirement accounts for better management and growth, simplifying your investment strategy, reducing fees, and enhancing your portfolio’s performance. Together, we’ll assess your financial goals and create a personalized investment management plan that aligns with your vision for retirement. Take control of your financial future—let’s start your consolidation journey today!

Guaranteed Income for Life

US Annuities

I provide holistic financial advice by leveraging partnerships with US insurance providers to incorporate annuities into your retirement strategy. With a deep understanding of your unique needs, I guide you in selecting the right annuity products that offer stable income and security throughout retirement. By integrating annuities with other financial planning aspects, I ensure a comprehensive approach that balances growth potential with protection. Together, we’ll design a personalized plan that aligns with your financial goals and enhances your retirement security. Let’s work together to create a well-rounded financial future!

Grow Your Wealth Strategically

Non-Qualified Investment Planning

I specialize in guiding clients through the complexities of non-qualified brokerage accounts to help maximize their investment potential, especially when navigating both US and foreign tax implications. Understanding how to manage taxes across different jurisdictions can be challenging, and I’m here to simplify that process for you. With personalized strategies tailored to your financial goals, I provide insights on asset allocation, risk management, and effective tax planning. Whether you’re looking to grow your wealth or generate income, I’ll assist you in navigating the market effectively. Together, we’ll create a robust investment plan leveraging non-qualified accounts for optimal results. Take charge of your financial future—let’s embark on this investment journey together!

Smart Tax Strategies for Expats

US Tax Planning

I provide expert tax planning services for individuals living abroad, helping you navigate the complexities of both US and foreign tax regulations. Understanding the intricate tax obligations you face can be daunting, but I’ll guide you through strategies to minimize your tax liability while ensuring compliance with cross-border requirements. Together, we’ll explore opportunities for deductions, credits, and tax-efficient investment strategies tailored to your unique situation. My goal is to help you optimize your tax situation while living overseas. Let’s work together to create a solid tax plan that supports your financial well-being!

Why Work with Me?

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.

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.

disclaimer

Beacon Global Advisor Network, LLC and its Advisory Representatives do not provide tax advice. It is recommended you discuss your tax situation with a tax professional before making any decisions. The information provided on this web site is for informational purposes only.Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training and does not imply endorsement by the Securities and Exchange Commission (SEC) or any state. No promises or guarantees are offered that you will attain your financial or investment goals or objectives.