Used to work in USA?
Take control of your 401k
Cross border professionals often accumulate pensions and retirement assets in multiple countries
If you are a foreign national who has worked in the US and have a 401k, we can help you
How we help you with your 401k
If you’ve left the United States and no longer have a US address it becomes very difficult. Many US IRA providers don’t want to open accounts for anyone without a US address – that’s where we can help you.
401k and IRA Rollovers
If you are a US Citizen, or have worked in the US, and accrued funds in a 401k you may find it difficult to get advice on your pension if you now reside outside of the USA.
We have a solution for you, as you may want to consider other options, such as rolling it into an IRA.
Non US Residents Investment services
Whether you’ve been offshore for a day or a decade, we can help with free, unbiased information that allows you to make informed financial decisions.
To learn more, speak to one of our expert advisers today.
What we offer
We offer a solution to improve your future returns and flexibility.
We offer cross border expertise access to a cost-effective, relatively robust turn-key solution to help you rollover your 401k to an IRA.
Many cross border professionals working in the US have a 401k, when they leave to return home they forget to roll it into an IRA. That could be a big mistake!
Most cross border professionals think the only options available to them are to let the 401k sit unattended until it’s time to evaluate their retirement options.
Our process will help you determine if the IRA platform is the right option for you.
We will be glad to talk to you about your options.
Challenging the status quo
Over the last 20 years we have wanted to change the status quo by focusing on making life better for consumers. Ferocious independence, due diligence and robust research, combined with strict governance and procedures aligned with transparency on fees and charges, have helped establish us as the “go-to” award-winning financial adviser.
Our research and persistence liaising with providers to deliver what is good for you, the consumer, means we can provide TailorMade intelligent solutions putting you first.
We provide a customer charter to our clients, and PLEASE NOTE we offer the most competitive terms, bettering any legitimate deal that can be evidenced.
We deal exclusively with pension providers that comply with both the spirit and the letter of the UK and US regulations.
We believe this to be in the best interests of our clients and in our own professional best interests. Uniquely, we offer an award-winning UK IFA spectrum, combined with international experience and knowledge.
Our expert knowledge is provided by the Aisa Group. Internationally we have several firms in different countries both within Europe (including the UK) and outside of Europe, often known as Aisa International.
Aisa Group have been acclaimed in the UK for pensions, investment and tax advice – multiple finalists and 20+ times award winners since 2009, including UK Investment Excellence awards, UK Pension Awards won and tax planning awards from publications including FT.
Advice provided by the multi-award winning Aisa Group.