EDUARDO FERREIRA SIMOES
Chartered MCSI
International Wealth Planner
UK PENSION ADVICE
FREE 30-MINUTE Q&A
WITH A CHARTERED FINANCIAL ADVISER
Are you a US citizen, green card holder, or US expat with a UK pension? Get expert, regulated guidance on how to manage, consolidate, and transfer your UK pensions tax-efficiently. Understand FATCA, avoid double taxation, and explore your cross-border retirement options with a Certified Financial Planner™.
Why choose me as your UK Pension Adviser in the US?
✅ Highly Regulated & Postgraduate Qualified
Regulated by the FCA & SEC. Certified Financial Planner™ & Chartered MCSI — trusted expertise at the highest level.
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✅ Pension Expert
Dozens of UK pension cases in the USA, including transfers, consolidation, and retirement planning such as decumulation & flexi-access drawdown.
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✅ Fee Transparency & Cost Efficiency
No high-fee models — just competitive pricing with a commitment to either lowering your overall costs or delivering significantly greater value.
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✅ Truly Holistic Wealth Management
Beyond investments — comprehensive planning across tax, estate strategies, and financial security tailored for affluent and HNW individuals.
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The non-financial benefits of financial and wealth planning
✅ Clarity & Strategic Direction
Wealth isn’t just about accumulation — it’s about making informed, confident decisions. With a tailored financial plan, you’ll gain clarity on your next steps and a roadmap designed for long-term success.
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✅ Freedom from Financial Stress
High-net-worth individuals often face complex financial challenges. My expertise simplifies decision-making, giving you the confidence to focus on what truly matters— whether it’s family, philanthropy, or lifestyle aspirations.
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✅ Enhanced Financial Intelligence
Working with a specialist means more than just portfolio management. You’ll gain a deeper understanding of tax efficiency, investment structures, and wealth preservation strategies tailored to your specific needs.
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✅ Control & Confidence in Wealth Preservation
Your wealth should serve you, not the other way around. Through proactive financial management, you’ll have full control over your assets while ensuring your legacy is safeguarded for future generations.
How much are you overpaying in fees on your pension?
Use this simple tool to compare your current investment fees with our competitive structure and see how much you could save over time.
Input your portfolio details
You could save £X per year in fees.
Portfolio size must be at least £100,000.
Over 10 years, this could grow to an extra £X in your portfolio.
How our advice process works
1. Answer a Few Questions
Share some details about your situation, it only takes a few minutes. Your information is confidential, encrypted, and stored securely by us.
2. We Meet for Questions
This is your opportunity to ask me anything from pensions to tax, investments, or long-term goals. You’ll speak directly with myself. It’s relaxed, confidential, and entirely centred on your questions.
3. You Decide
After our talk, you’re in control. If you feel it’s valuable and would like to explore working together, great. If not, that’s fine too. No pressure, no obligations - just guidance to help you move forward.
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Have you helped Oil Executives in the past?Yes, I have helped Oil Executives from Shell, Exxon, Chevron, Saudi Aramco, BP, and many more, including with offshore contributory schemes, final salary schemes, and across various jurisdictions from North America to Asia.
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How much money do I need to invest with yourself?£250K is the minimum lump-sum investment. If doing monthly contributions, we'd expect a minimum of £5,000 per month contributed.
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What's the cost of your services?The beauty of our services is that they're at our expense, and free to you unless you decide to proceed with our advice. You get to 'test-drive the car' before committing to it. We provide a free initial consultation and will provide a full financial planning report at our expense detailing our professional advice. If you find that to be valuable, you can implement it, which we will do for you at the hourly rate displayed in our initial report. Our minimum fee is £5,000.
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I already have a Wealth Planner, why should I reach out to you?While most planners out there offer great servicing, some fall short. I take a holistic approach to managing your entire financial ecosystem, integrating tax strategies, estate planning and investment management to help you achieve long-term wealth preservation.
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Isn't Wealth Planning only for the super-wealthy?No. It is for anyone looking to optimise their financial position, minimise tax liabilities, and secure their assets. A great planner will always consider clients from all backgrounds. The truth, however, is that to provide an excellent service, planners dedicate countless hours and expenses to compliance, technology, ITT security, education, learning, and yourself, as a client, and thus the cost can be elevated.
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Can't I just manage my investments myself?Yes, of course you can. However, wealth planning is far above and beyond picking the right investments - and trust me, most people don't know how to invest half as well as they think they do. But wealth planning is fundamentally about the holistic management of tax efficiency, risk management, estate planning, succession, and much more.
Eduardo Ferreira Simoes is a Regulated Investment Adviser with Beacon Global Adviser Network, which is regulated by the Securities and Exchange Commission (SEC). CRD # 288833/SEC#:801-110724
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Beacon Global Advisor Network, LLC does not provide tax or legal advice. None of the information on this site should be considered tax or legal advice. You should consult your tax or legal advisers for information concerning your own specific tax/legal situation. Investment advisory services offered through Beacon Global Advisor Network, LLC, a Registered Investment Advisor. Registration as an investment adviser does not imply a certain level of skill or training and does not in any way imply Beacon Global Advisor Network, LLC, its advisory representatives, or the advice and services being offered are endorsed or approved upon by any regulatory entity including the Securities and Exchange Commission. Hyperlinks on this site point to websites that are not affiliated with Beacon Global Advisor Network, LLC. These links are provided as a convenience only. Beacon Global Advisor Network, LLC disclaim any responsibility for the accuracy of the information on those other websites.