WealthUnite Advisors, LLC

WealthUnite serves U.K. expatriates residing in the United States who hold pension assets overseas, as well as U.S. residents seeking investment advice. The firm provides non‑discretionary investment advisory services and ongoing counsel centered on international pension arrangements (QROPS and SIPPs) alongside portfolio management across mutual funds, ETFs, UCITS, individual securities, currency and other investments.

WealthUnite’s process begins with a fact‑find and a suitability report tailored to each client, and it delivers recommendations that require client consent before execution. The firm integrates limited financial planning topics (cash flow, tax efficiency, estate considerations) into its advisory work but does not provide tax or legal advice and encourages clients to obtain independent professional guidance.

Distinctive aspects of WealthUnite’s practice include a pension‑centric business model: the firm advises on existing QROPS arrangements, assists eligible clients with transfers to SIPPs through registered third‑party pension trustees and custodians, and, for defined‑benefit transfer cases, advances independent U.K. transfer analysis reports that are reimbursed if a transfer proceeds. Because the firm manages client assets on a primarily non‑discretionary basis, clients should expect that WealthUnite cannot execute transactions without prior client approval, which can limit the firm’s ability to act immediately on market opportunities.