What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
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Our specialist team of qualified financial advisers are here to align your finances with your future goals.
At Harrison Brook, we work with global USA families in helping them manage their wealth no matter where they land. Find out more »
As an American expat returning to live at home, you may be wondering how to transfer back all your assets. Find out more »
Are you a British expat in the USA? Managing your financial affairs whilst living abroad is never an easy feat. Find out more »
Do you have a UK pension that you want to transfer to the USA? Find out more »
A 401k is widely utilized because most Americans understand that the social security income in retirement won’t be enough to give them the lifestyle they want. Find out more »
If you have a UK pension and are considering retiring abroad, we can help. Find out more »
A taxable brokerage account is more complex for American expats than when investing inside an IRA Find out more »
An IRA is an Individual Retirement Account. It is a private retirement plan set up at a financial institution and it is possible to contribute earned income into it. Find out more »
Are you looking to invest and grow your money over time or to bring your old pension pots together?
The first step of our advice process is getting to know you. When you 'Get Started', we'll ask you some questions and begin to form a snapshot of your financial position.
One of our advisory team will take time to fine-comb through your finances, making clear recommendations with the best-suited financial products and services. Once you’re happy with everything, it's just a matter of opening the account.
Working with you we will then manage everything for you. You'll have online access and we'll regularly keep in contact, monitoring your accounts and investments to ensure they are in line with your goals.
Pensions
*Our 5 star customer service rating comes from real Harrison Brook customers using Feefo, an independent online review website.
Online Platform
Using our online savings & investments platform you have instant access to your portfolio and you can track performance in realtime.
By opening an account with Harrison Brook USA you can have all your investments in an easy-to-use online platform with access to the largest range and best value international cross-border financial products and services.
The team at Harrison Brook specialise in serving expats around the world.
Director & Branch Principal - USA, EU & Global
Financial Advisor
Head of Operations & Marketing
Financial Adviser - EU & Global
Head of Finance
Financial Adviser - EU & Global
Head of Client Services (Currently on Maternity Leave)
Administrative Coordinator
Administrative Coordinator
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Don't just take our word for it, here's what some of our clients have to say.
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One of our expert financial advisers will aim to get back to you within 12-24 hours.