White stucco townhouses on Eaton Square in Belgravia, London

LIBERTY ATLANTIC UK

Financial Planning for British Citizens and Americans in the UK

Financial Planning for British Citizens and Americans in the UK

Who We Are

Mayfair, London

01 / OUR STORY

Most advisers work within one system. We can work across two.

Our international team is led by a Chartered Financial Planner, Chartered Wealth Manager, and Chartered Financial Analyst (CFA®). Additionally, the entire team has direct experience with US financial planning.

We believe that, if we’re to be the stewards of something as important as your financial security, you deserve to work with someone who takes the time to enquire about how life’s been since you adopted that dog, how your children are finding their first jobs, or where you last vacationed. Working with us, nothing is done on autopilot.

Our story ↗

02 / WHY CHOOSE US?

Financial planning for the UK and the US

Jurisdiction expertise

Financial planning

Whole family thinking

Relationships that last

03 / OUR TEAM

Meet our team

Meet our team ↗

Alex Ingrim

Alex Ingrim

Chief Executive Officer (CEO)

Mike Simcock

Mike Simcock

Chief Investment Officer (CIO), CFA®

Henry Rutherford

Henry Rutherford

Financial Planning Director, Chartered ALFBF

Jennifer McKay

Jennifer McKay

Paraplanner, DipPFS

William Nicklin

William Nicklin

Operations Manager

Westminster and Big Ben beside the River Thames in London

A PERSONAL CONVERSATION

Let’s start something new.

Whether you’re thinking about when you can step back from work, how to support your children, or what you want the next chapter to look like, we’ll help you plan for the life you want. We can meet in person or online, whichever suits you best.

Start a conversation ↗

Liberty Atlantic UK is an Appointed Representative of Alex De Silva & Co Limited, trading as Alex De Silva & Co Wealth Managers. Alex De Silva & Co Limited is authorised and regulated by the Financial Conduct Authority. Companies House No. 9644496. FCA Register No. 712630. The value of investments can fall as well as rise. You may get back less than you invested. Past performance is not a guide to future returns.