LIBERTY ATLANTIC UK / ABOUT US
Who We Are
Liberty Atlantic UK brings together decades of UK and US financial planning expertise under one roof to serve British nationals and Americans living in the UK.
01 / OUR PRINCIPLES
Our Values
People who've lived it. Professionals who built the service they needed.
When the decisions around your financial planning really start to matter, whether that's optimising your pension strategy and tax allowances, making the most of your ISA position, navigating inheritance, or protecting what you've built, the stakes are too high to leave to chance. These aren't skills taught in school, yet the decisions you make around them can make or break your financial legacy. That's where we come in: we translate complexity into clarity and give you a plan that's built around your life and your ambitions.
For those with transatlantic ties, the challenge is well known. Many UK advisers aren't qualified to advise on US accounts, and many US advisers have little understanding of UK pensions, ISAs, or the US-UK tax treaty. The result is a professional disconnect that leaves clients caught in the middle.
As a firm founded by an American and two Brits, we built Liberty Atlantic UK to serve both worlds, and everything in between.
02 / OUR EXPERTISE
Our Philosophy
Proactive planning > reactive advice
We understand the importance of planning ahead. Our financial plans include building detailed cash flow models, mapping your financial blueprint over time, and identifying issues and potential solutions before they become problems.
We also work with whole families. We've seen what happens when financial plans are built around one person in a household, or when the next generation inherits wealth they weren't prepared for. We understand that every family talks (or doesn’t talk) about money differently, a comprehension we strive to incorporate into our clients’ financial plans.
We think about the people around you from the start and, with your knowledge, consent, and support, we bring them in at the right moments, at the right level.
03 / PROFESSIONAL STANDARDS
We help individuals and families with cross-border financial planning support
Our clients are typically in their 50s and 60s and starting to think about life after work. Many are professionals in technology and financial services who could retire, but want to test or build their financial plan before they do. Some have already retired and are seeking support with strategically restructuring their income and investments. Many are international couples and families, juggling a global lifestyle and regulations across multiple countries.
Common threads across our clients:
British nationals approaching or in retirement.
Americans who have built their lives and careers in the United Kingdom.
Families managing wealth across both countries, such as their investments, retirement accounts, and tax obligations in each jurisdiction.
British expats returning to the UK after time abroad.
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.