FAQ

We are a group of international financial planners offering fee-based planning and wealth management solutions to primarily (but not exclusively) English-speaking expatriates. Our aim is to create an environment of trust, discretion and confidence through offering personalized solutions. We cater towards clients all across the globe by offering a variety of products and services that are tailored towards the individual.

What does Dunhill Financial do? We deliver smart-designed portfolios expertly managed to put your money to work whilst naturally hedging the portfolios towards the geographic location where you intend to retire. By asking you a few questions, we can understand your aims, how much you want to invest and the level of risk that you are comfortable with. We then select a globally-diversified portfolio for you designed to grow alongside you over the long term whilst avoiding the risks of investing too much in a specific company, industry or country. Once you are happy with your portfolio, we continuously monitor your portfolio rebalancing if necessary. We do all of this for a competitive low fee meaning more of your wealth is invested expertly and professionally.

We are authorized and regulated in the United States by the US Securities and Exchange Commission (SEC) as Dunhill Financial, LLC. ​ More information and links can be found at the bottom of this page.

No, while we specialize in advising US expats, our client list includes nationals from all over the world.

US banks will typically allocate your portfolio to 80-90% US securities while European banks will typically set your portfolio to 40-60% European securities. As an expat, this may not be the best solution for you as these allocations don’t take your long-term goals into account. A financial adviser such as ourselves works with you to determine these goals and help minimize long-term currency risk.

At Dunhill Financial, we put people first. Our approach is built on trust, transparency, and accessibility — especially for U.S. expatriates worldwide. Here’s how we stand out: Expat expertise: Over a decade of experience helping Americans abroad manage complex financial situations. No minimum investment: We welcome clients at any stage through DF-Direct, offering low-cost, flexible solutions. Transparent pricing: all fees are discussed with clients at the beginning of our relationship and on an ongoing basis. This creates clarity and ease when budgeting. Wholistic, risk-aware strategies: We provide clients with a holistic view of their investments to help balance their returns with their risk profile Whether you prefer full-service wealth management or a streamlined digital experience, Dunhill Financial makes professional advice more inclusive and accessible than traditional firms.

Our headquarters are in Wimbledon, London, with further offices in France, Germany and the United States.

Click "Get Started" at the top of our webpage, answer a few basic questions and one of our advisors will be in touch with you to see how we can best help in your situation.

A fiduciary is a person or organization acting on behalf of another, with the person on whose behalf their acting’s best interests in mind.

We'll need to know various pieces of information about you to properly advise in your situation. In all scenarios, this includes at least your country of residence, where you intend to retire, some financial information to make sure that things are appropriate and how you view risk. We will also need all of the KYC information that would be required under method rules and US regulatory rules.