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
International Financial Planner
As a UK Chartered Financial Planner and Investment Advisor Representative, I specialise in offering bespoke financial planning services tailored to the unique needs of US-connected individuals. My dual qualifications and licenses enable me to advise on and manage UK and US investments and retirement plans, a niche expertise that sets me apart.
I work closely with my clients to navigate the complexities of transatlantic financial planning, optimising their UK pensions and investments alongside US retirement accounts, savings, and brokerage accounts. My comprehensive approach ensures that all aspects of your financial landscape are considered, allowing for integrated and effective planning across different jurisdictions.
By evaluating your current financial position and future goals, I aim to mitigate risks and provide a clear path towards achieving your aspirations. When necessary, I develop personalised cashflow models to support retirement planning and significant life events, considering various scenarios and tax implications to maximise your estate planning efficiency.
If you're looking for expert guidance on seamlessly managing your UK and US financial interests, please feel free to contact me to discuss your financial planning needs.
Qualifications
Office
What our clients say
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
International Financial Planner
As a UK Chartered Financial Planner and Investment Advisor Representative, I specialise in offering bespoke financial planning services tailored to the unique needs of US-connected individuals. My dual qualifications and licenses enable me to advise on and manage UK and US investments and retirement plans, a niche expertise that sets me apart.
I work closely with my clients to navigate the complexities of transatlantic financial planning, optimising their UK pensions and investments alongside US retirement accounts, savings, and brokerage accounts. My comprehensive approach ensures that all aspects of your financial landscape are considered, allowing for integrated and effective planning across different jurisdictions.
By evaluating your current financial position and future goals, I aim to mitigate risks and provide a clear path towards achieving your aspirations. When necessary, I develop personalised cashflow models to support retirement planning and significant life events, considering various scenarios and tax implications to maximise your estate planning efficiency.
If you're looking for expert guidance on seamlessly managing your UK and US financial interests, please feel free to contact me to discuss your financial planning needs.
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
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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