Hello,
apologies if this has been asked before. Does anyone have a recommendation for a financial advisor that is knowledgeable in both US and UK retirement accounts including US social security, UK pension, US and UK retirement accounts?
A bit of background d information: I am a dual citizen who lived and worked in the US for 40 years. I moved back to the UK about 4 years ago. I am working in the UK.
it all seems too much to comprehend and I would like to talk to someone who is much more knowledgeable!
thanks.

I don't have anyone I can recommend but if you haven't already done so I would ensure that I have the following online accounts set up:

US SS account - shows complete work contribution record and when the time comes allows you to apply for benefits including payments to your UK bank
https://www.ssa.gov/
US IRS account
https://www.irs.gov/

HMRC account - gives access to various services including DWP pension and Nat Insurance contribution details
https://www.gov.uk/log-in-register-hmrc-online-services

Thanks. Yes, I’ve done all that. Looking for a recommendation on how to manage it all!

Excellent, you are at a good starting point.

I have self managed my accounts for over 30 years after going on a course at a local university in Louisiana so it was natural for me to continue to do so on moving back to the UK as a retiree.

FWIW I've struggled to find an advisor who can speak both 'languages'. This time last year I thought I'd finally found a company that explicitly targets expats in the UK states that they have dual qualified advisors. However, the advisor I met with (several times) was very much focused on the UK and had no interest in helping me with anything that I had in the US. I did explain very clearly that I needed UK options explained to me as if I knew nothing and the advisor was unable to do that. Of course every advisor/advisee relationship is a two-way street so I fully accept that I may have failed to adequately explain what I needed, but suffice to say my funds are still mainly in the US being managed the same way as when I lived there (half by me, half by advisor) and I am slowly moving money into UK ISAs and making investment decisions based on what my advisor is doing in the US...... But just because I've struggled, doesn't mean it's impossible. Assuming you already have some knowledge of how things work in the US (after living there for 40 years) you might want to start by finding a solid UK advisor who can educate you on the various options available in the UK (though you can also get some basic info on websites like MoneySavingsExpert.) Maybe make it clear to them up front that you are not currently in the market to purchase any products and that you simply want education - probably a fee per consultation but that might be what you need. Good luck!

Thats shocking. A dual US/UK adviser should know all of that, and know how to explain it in simple terms to those that lack their understanding.

They should also definitely be encouraging colloboration with any other professionals (advisers, CPAs etc) that you work with.

I’m in a similar situation. I have moved most of my liquid assets to the UK by opening an HSBC account, starting ISA’s and purchasing a home, but I have an inherited IRA and annuity still in the US. I’m not withdrawing yet from the IRA but my annuity matures next year and I’m looking for a smart way to deal with it. Also I’m planning to rescind my green card (it expires in 2029 anyway and I want to simplify taxes etc) and frankly I’m worried that I will run into roadblocks. I know IRA distributions will be treated as income by HMRC and that’s fine, but believe I will need to change institution as my current one, Osaic, is US only and not global. I could be wrong but it’s hard getting the right advice. I saw a post on Reddit some time back by a girl who claimed to have dual US/UK accounting qualifications, but I got no reply when I reached out. Very frustrating and a little scary to be honest. Nobody wants to make a mistake with their money.

Yes, you need an adviser who is both FCA and SEC authorised, as then they can advise on both US and UK accounts, and should know suitable courses of actions, whilst also putting you in touch with great specialist advisers.

There is a list on SEC website of registered investment advisors. You could search that for any based in the UK and then check to see if they fit your needs.