Our people

Meet the experienced professionals who do things a little differently. We’ve walked in your shoes, and we’re here to help.

Richard Taylor

Founder and Chief Executive Officer (CEO)
Martha Kern

Chief Compliance Officer (CCO) and Chief Operations Officer (COO)
James Boyle

Lead Financial Planner
Kanishka Ekanayake

Client Service Associate

Knowledge bank

Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.

Blogs

23 Mar 2026

5 important financial issues you need to consider if you are moving from the UK to the US

Podcasts

Episode 78

Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now
Play

Guides

Opportunities & Landmines Checklist

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