First Sentinel Wealth

High Quality, FCA Regulated UK & Expat Independent Financial Advice

First Sentinel Wealth

We offer personalised independent financial advice to help you build your portfolio and secure your legacy. Our nimble, problem-solving approach delivers for everyone and is particularly well-suited to individuals with complex arrangements or cross-border issues.

Our Wealth Management Advisers are highly experienced and qualified. We believe that trust is everything with financial matters and we take pride in our clients placing that trust in us.


A life well planned is a life well lived. So let us focus on your future, while you focus on the here and now.

Our clients come from all walks of life, and everyone has their own story. We start by listening to that story. Once we understand your values and your ambitions for the future, we work tirelessly to make it all possible. That’s why people who could afford to work with anybody, choose to work with us.

Schedule a 5-minute introductory phone call with us at a time that’s convenient for you.

We specialise in providing FCA regulated, independent financial advice from our headquarters in London, no matter where you are in the world. See below for some of the services we offer regarding investments, pensions and tax.

Independent Advice

At First Sentinel Wealth we are proudly independent. This means that we are not tied to any specific financial institution and can create the right strategy to suit your needs. As an independent advisory we get paid in exactly the same way regardless of what we recommend, which ensures we are totally unbiased in our approach and you can rest assured that the advice we give, is based entirely on the merits of the institutions we work with. So whether you are just starting your financial journey or you have reached financial freedom, we are well positioned to advise.

Global solutions for Expats from regulated London Headquarters

First Sentinel Wealth are a London based independent financial advisory. In addition to our domestic UK services we also provide international financial advice and wealth management to expats. So whether you are solely UK based, returning to the UK or moving abroad, we have the experience skills and qualifications to provide unbiased FCA regulated financial advice. 

As part of our service, you will receive a free initial financial review of your current situation which will put us a position where we can provide a financial plan and recommendation.

UK Pension Transfers and Tax Efficient Investments

Starting with your pension, we will help you consider whether or not you should transfer your dormant workplace schemes and consolidate your pensions in to one pot. This could be in the form of a SIPP (also known as a Self Invested Pension Plan) or into an active workplace scheme. As part of the broader financial plan, there will be a focus on how your investments are structured within your pension to ensure that you are taking on the correct level of risk for your personal risk tolerance, capacity for loss and time frames.

Your non-pension investments will also be considered in detail with one of our financial planning experts. Whether you have an ISA (individual savings account) or GIA (general investment account) as your trusted financial adviser, we will look to help you organise these in the most tax efficient way, whether that be for you to drawdown on, or pass on to loved ones as an inheritance.

In addition to the well known products outlined above, of pensions and investments. There are also a number of specialist tax efficient products that can be explored. These include options such as EIS (enterprise investment schemes), VCT (venture capital trusts) and investments that are useful for IHT (inheritance tax) planning, such as BPR (business property relief) investments and discretionary trusts.

Mitigate Tax with our Expat Wealth Management and UK Repatriation services

If you are an expat returning to, or leaving the UK, there are a number of tax complications and considerations to factor into your financial plan. We can provide independent FCA regulated advice on how to best mitigate tax and ensure you are correctly positioned with respect to relevant double taxation agreements.

Expert advice for Expat US citizens with 401k, IRA, Roth IRA, 403b

If you are a US connected individual, US Citizen or Green Card holder that is living in the UK or elsewhere in the world, it is vital to ensure that you are not falling foul of US tax legislation to avoid hefty penalties. We work with a number of US connected clients, and can provide advice on your 401k, IRA, Roth IRA, 403b or what to do with your brokerage account. So if you are an American in London, the UK or anywhere outside of the US and you’re looking to transfer or rollover your 401k, or just aiming to achieve peace of mind that you are correctly positioned, we can help.

Schedule a free, no-obligation consultation with an international wealth manager

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