For UK and US expats in Spain, France and Portugal

The adviser who already knows the rules where you live now

Remy Hart works with UK nationals. Jacob Shelton works with US citizens. Both live in Spain themselves, and both spend every day on pensions, tax and Golden Visa planning for people in your exact situation.

Book a free consultation Meet Remy and Jacob
Top Wealth Manager, Europe 2025
Ex Morgan Stanley and JP Morgan
Spain, France, Portugal

Matched by nationality, not by chance

Every client is routed to one adviser based on where they're from. Both work with clients across Spain, France and Portugal.

UK
Remy Hart
Remy Hart
UK expats
US
Jacob Shelton
Jacob Shelton
US expats
Wherever you've landed, you get a named adviser who already works with people from your home country, in your new one.
Your adviser

One adviser, matched to your passport

UK and US expats run into different rules on pensions, tax treaties and reporting. So instead of one generalist, you work with the specialist for your situation.

Remy Hart UK expats

Remy Hart

Partner and Head of Wealth Management, Spain and Portugal
Top Wealth Manager, Europe, Q1 2025

Seven years trading financial markets on his own, then Partner within a year of joining wealth management. Remy has lived as a UK expat in Marbella since 2018.

  • UK pension transfers
  • Golden Visa planning
  • Cross-border tax residency
Book with Remy
Jacob Shelton US expats

Jacob Shelton

Senior Wealth Manager
GFP Fellow, Global Financial Planning Institute

Over a decade at Morgan Stanley and JP Morgan before relocating to Spain, where he now works exclusively with American expats navigating IRS reporting and FATCA.

  • 401(k) and IRA guidance
  • FATCA and PFIC compliance
  • Golden Visa for Americans
Book with Jacob
What we're actually asked

The questions that come up once you've moved

01

Golden Visa planning

The financial side of Portugal's Golden Visa: structuring investments so the residency route actually works.

02

Pensions and retirement accounts

What to do with a UK pension or a US 401(k)/IRA once you're no longer living where it was set up.

03

Tax and reporting

Working out residency status and, for Americans, staying FATCA and PFIC compliant while investing abroad.

04

Retirement, relocated

Turning savings into an income plan built around the country you're actually retiring in.

Why work with someone who's lived it

A generalist adviser back home doesn't know the rules for where you live now. A local adviser in Spain, France or Portugal may not know how a UK SIPP or a US 401(k) actually works.

That gap is where people lose money: the wrong pension transfer, a missed treaty election, or a US account that quietly becomes non-compliant once you've moved.

Start with a free, no-obligation call

Tell us where you're from and where you live now. We'll match you to Remy or Jacob and take it from there.

Book a consultation