LIBERTY ATLANTIC UK / SERVICES
Expert Financial Planning Services
Financial planning works best when everything is connected. Your investments, your pensions, your tax position, your protection, and your long-term goals are all considered together by people who understand the full picture.
For our UK clients, that means comprehensive, joined-up financial planning delivered to the highest professional standard, with direct collaboration with your accountant, solicitor and other trusted professionals so nothing falls through the gaps.
For clients with a US connection, it means all of that, plus the expertise to bring both worlds together. UK pensions, US retirement accounts, cross-border tax efficiency, and intergenerational planning, all managed within a single advisory relationship by a team that genuinely understands both jurisdictions.
Whatever your circumstances, you shouldn't need multiple advisers, or to act as the translator between them. That's what we're here for.
Our Services
01
Financial Planning and Strategy
We build detailed, long-term financial plans developed by chartered financial planners, mapping what’s important to you, alongside your income, assets, expenditure, and tax position over time.
02
UK-US Financial Planning
Living or working across the UK and US creates a layer of financial complexity that most advisory firms simply aren't set up to handle. Ours is. This type of work is generally referred to as cross-border & transatlantic financial planning, and common discussions in this realm typically cover:
03
Retirement Planning
Retirement is a huge milestone worthy of congratulations and intentional planning. We work with clients who have already retired, those currently working but wanting to map the transition before they make it, early retirees, and even the semi-retired.
04
UK Tax-Efficient Investment Strategy
The UK has a well-developed set of tax-efficient investment structures, such as ISAs, SIPPs, VCTs, EIS schemes, but it’s important to think through and organise them in the context of your specific needs and goals.
05
Multi-Generational Wealth Planning
The families we work with have often spent decades building wealth. What happens next- how it's passed on, what the next generation does with it, and whether it remains a source of opportunity or becomes a source of conflict — is a question worth asking with curiosity, not urgency.
06
Returning Expat & Relocation Planning
Returning to the UK after years abroad (or arriving in the UK from the US) brings a specific set of financial decisions that need to be made in the right order.
Take control of your financial future today
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.
Book a First Consultation ↗
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.