Matthew Samuel
Private Wealth Team Director at Titan Wealth International; UK Chartered Financial Planner and SEC-regulated investment adviser specializing in cross-border UK-US financial planning
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Jul 20, 2026
Matthew SamuelGUEST
Uh, I am a UK chartered financial planner, but I'm also an SEC regulated financial planner as well.
Matthew SamuelGUEST
That, that's just a fancy way of me saying that I'm authorized to give advice to individuals with a US background, and that could be someone living in the US, or it could be someone who is maybe a US connected individual, a green card holder, US citizen, who has left the US and is now living in the places like Middle East, Europe, Africa, Asia, Australia, UK.
Matthew SamuelGUEST
Pretty much anywhere around the world w- w- we have the ability now to service, uh, Americans, which is, um, I guess a bit of a niche.
30 MINS LATER