Alconbury Trust has a 10-year history of accomplishing successful and efficient transfers of pension funds. Having this experience is benficial in helping you with the documentation, inquiries on your behalf, and finalization of your transfer. When partnered with us, you can rest assured the consultation with you, our recommendations to you, and the plans implemented for you will best serve your interests now and in the future.
Depending upon your risk tolerance, we will help direct you to a variety of investment strategies. You will enjoy both the option of investing and drawing down your pension in USD or GBP, and all the UK pension flexibilities implemented by the UK government. You will have options in the way death benefits are paid to your beneficiaries; your pension thus becomes a valuable wealth transfer vehicle passed to future generations.
Alconbury Trust is totally independant and offers unbiased financial advice. As a Fiduciary we remove any potential conflict of interest (or at least disclose them) and put our client’s needs first. Our commitment to you is full disclosure, full transparency, and conflict-free advice in every aspect of our business. Contact us for a Free Pension Analysis and Review.
Director - Alconbury Trust LLC
I have over 25 years’ experience in the Financial Services market and over 10 years’ experience working as a Financial Adviser specializing in QROPS/UK SIPP and offshore investment advice. As an expatriate myself, I understand the challenges and frustrations of trying to handle your investments in a different country. To this end, I work with the majority of the investment and pension players in the UK and internationally and ensure that my clients understand the process and receive personal and prompt attention.
I currently serve on the Board of Directors of the USAFA Parents Club of Central Florida. As a parent of a cadet attending the US Air Force Academy in Colorado Springs, it is an honor to serve, assist parents and cadets of this great establishment.