We are a Registered Investment Advisor (RIA) based in New York, exclusively serving fellow British expatriates living across America - be that permanently or temporarily, as a citizen, Green Card holder or on a visa.
We are a fee only fiduciary, which is important because it means we are paid only for our advice and not to make sales, and we owe our clients the highest duty of care in America.
Comprehensive "Life-Centered Financial Planning" is at the heart of the service we provide. We firmly believe that it is impossible to give quality financial and/or investment advice to clients on any one area/product without knowing their wider financial situation. Until we know and understand our clients on a deeper level, we have no right to tell them what to do with any of their money.
We are a family business. Owned and managed by Richard Taylor here in the USA, and connected by family to Taylor & Taylor Financial Services Ltd in the UK, which is owned and managed by father and son Chris and Ross Taylor. With such a structure we are uniquely placed to offer our British clients a truly specialist, dedicated and valuable cross border proposition, focused on helping them maximise the opportunities and avoid the pitfalls that come with being a British expatriate in America.