Company Information

Get to know Cross Border Financial Planning

Cross Border Financial Planning is a specialist independent financial advisory firm that focuses on the complex financial needs of individuals living a transatlantic lifestyle. As Chartered Financial Planners, they provide regulated advice to US citizens in the UK and UK citizens in the US on managing their investments, pensions, and overall wealth across both jurisdictions. Their core mission is to help clients navigate the intricate tax and regulatory systems of both countries to create a cohesive and optimized financial plan.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Cross Border Financial Planning

United Kingdom

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.