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Claire Taylor
Chartered MCSI, Chartered ALIBF, AdvDip FA, DipPFS
Private Wealth Director
Claire Taylor is a Chartered Financial Planner (Level 6, UK) and US-licensed Investment Adviser Representative with over 20 years of experience in financial services.
Beginning her career as an accountant, she brings strong tax insight and technical precision to her cross-border financial planning work. Licensed in both the UK and the US, Claire specialises in helping internationally mobile professionals build and protect wealth across jurisdictions, with a particular focus on retirement planning, investment structuring, and efficient tax alignment. Originally from Scotland’s west coast and now based in Houston, Texas, Claire understands the challenges of managing life and money across borders first-hand.
Known for her clear, pragmatic advice, she’s built a reputation for simplifying complex financial issues and guiding clients with confidence and clarity.
Areas of Expertise
- Pension Analysis, Advice, Management
- 401K Analysis, Advice, Management
- IRA Analysis, Advice, Management
- Pension Planning
- Retirement Planning
- Wealth Management
- Insurance & Family Protection
- High Net Worth & Ultra High Net Worth
- Cashflow Forecasting & Modelling
- Complex Multi-Jurisdictional Financial Planning
- Private Client Wealth and Estate Planning
- Inheritance Tax Planning
- Education Fee Advice & Planning
- Investment Review
- Tax Planning
Qualifications & Awards
Level 6 Advanced Diploma in Financial Advice
Level 4 Diploma in Regulated Financial Advice
Chartered Associate of The London Institute of Banking & Finance
Chartered Member of The Chartered Institute for Securities & Investment
US Series 65 Uniform Investment Adviser Law
General Lines Agent - Life, Accident, Health & HMO
Certificate in Long Term Care & Later Life Planning
Level 3 Certificate in Mortgage Advice
Level 3 Certificate in Equity Release
Regions Covered
- USA
- Worldwide
