Practice Areas
International Financial Planning
Retirement Planning
Wealth Management
Estate Planning
U.K and U.S Pension Advice
Repatriation Planning
Trust and Legacy Planning
Tax Efficient Investment Structures
Claire Taylor ALIBF, CPFA
Head of Financial Planning - USA
Why I Do What I Do
I believe no one should feel lost or disadvantaged when managing their wealth across borders. I help British and American expats secure their financial freedom and peace of mind, so they can focus on living their best global life.
About Me
I worked as an accountant in the UK for almost 20 years before transitioning into financial planning. I am dual-qualified and dual-licensed in both the UK and US:
• UK Chartered Financial Planner (Gold Standard)
• US Investment Advisor Representative Qualification
• US Insurance Licensed
How I help
• Goal-Based Financial Planning
Aligning financial decisions with your long-term objectives.
• Managing Pensions & Investments
Optimizing UK & US wealth structures.
• Insurance & Income Security
Protecting wealth and ensuring a retirement pay-check.
• Holistic Wealth Management
Estate planning, risk management, and retirement strategies.
Qualifications
Office
What our clients say
Iain
Claire Taylor is simply outstanding
Claire Taylor is simply outstanding! She is able to grasp immediately the questions and the needs of her client and responds with clarity and great warmth.
Her manner is always business like and yet she is able to inject insight and humour into the conversation.
She is clearly very knowledgeable in her area of expertise and I have great confidence that she has given excellent advice. I would warmly recommend her as a safe pair of hands.
Les M.
For the first time in my life I know I’m on track
Claire has been instrumental in putting together a realistic retirement plan without judgement. She conducted a thorough review of my current situation, where I wanted to be, and put a plan in place to help me get there. We’ve consolidated my old workplace pensions and I now have a clear vision in place. For the first time in my life I know I’m on track for my retirement.
Sean Murray
Professional down to earth advice
I would highly recommend Claire Taylor of Forth Capital to look after your personal finance needs. Claire's expertise in this field is second to none.
No big sales pitch, just professional down to earth advice having listened to what my future goals are. All costs are very transparent from the beginning, as are what we hope to achieve for my future.
I feel Claire wants to do the best for me and that's not something others bring to the table.
Get in touch with her for a no obligation discussion.
Our future is in your own hands.
Sean Murray
M.D.
I left feeling confident and empowered
Highly recommend Claire Taylor for expert, personalized financial advice. She attentively listened to my goals and provided tailored strategies without being pushy. She was knowledgeable, explained complex concepts in a clear manner and was very transparent about the costs involved from the outset. I left feeling confident and empowered, knowing she had my best interests at heart.
Claire Taylor ALIBF, CPFA
Head of Financial Planning - USA
Why I Do What I Do
I believe no one should feel lost or disadvantaged when managing their wealth across borders. I help British and American expats secure their financial freedom and peace of mind, so they can focus on living their best global life.
About Me
I worked as an accountant in the UK for almost 20 years before transitioning into financial planning. I am dual-qualified and dual-licensed in both the UK and US:
• UK Chartered Financial Planner (Gold Standard)
• US Investment Advisor Representative Qualification
• US Insurance Licensed
How I help
• Goal-Based Financial Planning
Aligning financial decisions with your long-term objectives.
• Managing Pensions & Investments
Optimizing UK & US wealth structures.
• Insurance & Income Security
Protecting wealth and ensuring a retirement pay-check.
• Holistic Wealth Management
Estate planning, risk management, and retirement strategies.
Practice Areas
International Financial Planning
Retirement Planning
Wealth Management
Estate Planning
U.K and U.S Pension Advice
Repatriation Planning
Trust and Legacy Planning
Tax Efficient Investment Structures
Qualifications
Office
Iain
Claire Taylor is simply outstanding
Claire Taylor is simply outstanding! She is able to grasp immediately the questions and the needs of her client and responds with clarity and great warmth.
Her manner is always business like and yet she is able to inject insight and humour into the conversation.
She is clearly very knowledgeable in her area of expertise and I have great confidence that she has given excellent advice. I would warmly recommend her as a safe pair of hands.
Les M.
For the first time in my life I know I’m on track
Claire has been instrumental in putting together a realistic retirement plan without judgement. She conducted a thorough review of my current situation, where I wanted to be, and put a plan in place to help me get there. We’ve consolidated my old workplace pensions and I now have a clear vision in place. For the first time in my life I know I’m on track for my retirement.
Sean Murray
Professional down to earth advice
I would highly recommend Claire Taylor of Forth Capital to look after your personal finance needs. Claire's expertise in this field is second to none.
No big sales pitch, just professional down to earth advice having listened to what my future goals are. All costs are very transparent from the beginning, as are what we hope to achieve for my future.
I feel Claire wants to do the best for me and that's not something others bring to the table.
Get in touch with her for a no obligation discussion.
Our future is in your own hands.
Sean Murray
M.D.
I left feeling confident and empowered
Highly recommend Claire Taylor for expert, personalized financial advice. She attentively listened to my goals and provided tailored strategies without being pushy. She was knowledgeable, explained complex concepts in a clear manner and was very transparent about the costs involved from the outset. I left feeling confident and empowered, knowing she had my best interests at heart.
Worldwide
Licences
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