Who We Are

Taylor & Taylor USA

As British expats, just like all our clients, we believe that this, along with our genuine commitment to offering a financial planning service whose value far outstrips the cost, and deep technical expertise in relation to our client niche (British expats in America), is what gives us the right to state that we are the best place for any fellow British expat to seek quality advice and make the

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Taylor & Taylor UK

The original T&T - Chris on the right and Ross on the left. T&T UK began life in 1993 in Bolton, where it still operates today. The business is in the process of being transitioned to Ross who made a career switch from EY, where he had qualified as a Chartered Accountant in their Tax Division, and joined Chris in 2016. 

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Richard Taylor

CEO & Chartered Financial Planner
richard@taylortaylorusa.com

Richard had a pretty good idea when he went to university that he would most likely end up as a financial advisor, having seen his father enjoy a successful and, more importantly, fulfilling career.

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Thomas Quinn

President & CRO
thomas@taylortaylorusa.com

Thomas is a UK qualified financial advisor, a UK pension transfer specialist and US Investment Advisor Representative (IAR). Thomas has spent years advising expats on QROPS (ROPS) / SIPPs / UK pensions and generally helping them navigate the complexities around this cross-border financial puzzle.

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Martha Kern

Director of Financial Planning
martha@taylortaylorusa.com

Martha is a CERTIFIED FINANCIAL PLANNER™ who brings over fourteen years of experience to Taylor & Taylor. She works closely with clients to analyze their situations and develop a comprehensive financial plan broken down into straightforward action items.

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Sandra Sigala

Associate Planner
sandra@taylortaylorusa.com

Sandra is a  CERTIFIED FINANCIAL PLANNER™ with over five years of experience focused on comprehensive wealth management.  Sandra will be working closely with clients to provide a high level of service and effect

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Taylor & Taylor UK

The original T&T - Chris on the right and Ross on the left. T&T UK began life in 1993 in Bolton, where it still operates today. The business is in the process of being transitioned to Ross who made a career switch from EY, where he had qualified as a Chartered Accountant in their Tax Division, and joined Chris in 2016. 

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Important Note: Other than the family connection, Taylor & Taylor UK (T&T UK) and Taylor & Taylor USA (T&T USA) are completely separate entitles and there is no shared ownership between the two firms or their principles. T&T UK and T&T USA do not routinely refer leads or clients to each other, except in the infrequent occurrences of a T&T UK client expatriating to the USA or a T&T USA client returning to live in the UK.