Welcome to Hoxton Wealth, the new home of Hoxton Capital

Company • People

Claire Taylor

Chartered Wealth Planner

Claire has worked in financial services since 2000, beginning her career as a corporate accountant and business manager within the Oil & Gas industry before transitioning into financial planning with St. James’s Place Wealth Management, where she ran her own successful advisory practice in Aberdeen. She later became Director and Head of Financial Planning USA at an international firm before joining Hoxton Wealth in 2025 to deliver a more joined-up, cross-border service for her clients.

Originally from the west coast of Scotland and now based in Houston, Texas, Claire is a British expat herself, giving her unique insight into the complexities of managing finances across borders. She holds the highest level of financial planning qualifications in the UK and is fully licensed in the US, enabling her to provide comprehensive advice on both sides of the Atlantic.

Claire is known for her straight-talking, pragmatic advice and her ability to simplify complex planning challenges. She specialises in helping British expats in the US, and globally mobile Americans, build, manage and protect their wealth in a way that fits their lifestyle and long-term goals.

Outside of work, Claire lives with her husband, Bruce and their two dogs, Milo and Bailey. She’s also a sports car enthusiast who’s happiest behind the wheel on an open road.

Licensed, Registered or Regulated in

  • The UK by the Financial Conduct Authority (FCA)
  • The USA by the Securities and Exchange Commission (SEC)
  • Texas Department of Insurance – General Lines Life & Health

Areas of Expertise:

  • Financial Planning & Cashflow Modelling
  • US Retirement Planning
  • US Asset Management
  • UK Pension Transfers
  • Tax-Efficient Investment Strategies
  • Education Funding Solutions

Qualifications

  • North American Securities Administrators Association (NASAA)
  • Series 65 Uniform Investment Adviser Law (USA)
  • Chartered Financial Planner (Chartered ALIBF) – The London Institute of Banking & Finance
  • Chartered Member (MCSI) – Chartered Institute for Securities & Investment
  • European Financial Advisor (EFA) – European Financial Planning Association
  • Level 6 Advanced Diploma in Financial Advice (Adv DipFA) – The London Institute of Banking & Finance
  • Level 4 Diploma in Regulated Financial Planning (DipPFS) – The Chartered Insurance Institute
  • Certificate in Long Term Care & Later Life Planning (CertLTCP) - The London Institute of Banking & Finance

Contact Hoxton Wealth

Contact us today to discover how Hoxton Wealth can help you achieve your financial goals. Together, we can build a brighter financial future.