David James Wealth USA Limited
4.9 / 5
Firm is FCA RegulatedDavid James Wealth USA Limited is regulated as appropriate by the Financial Conduct Authority, either directly or through another regulated firm.This firm is regulated and authorised by the Financial Conduct Authority
David James Wealth USA is an independent financial planning business advising global leaders in business, entertainment and sport who have complex international lives. We’ve taken that journey, having lived & worked both in the USA and the UK. We have a rich understanding of the cross-border challenges facing you in the short, medium and long term. We advise on important financial matters including: • Cross-Border Financial Planning • Relocation Planning • Tax-Compliant Investing • USD / GBP / EUR Wealth Management • UK & International Pension Planning