Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
101. Cross Border, Cross Country: Meet the British Financial Planner Taking on America
What does America look like through the eyes of a British financial planner who has just moved across the Atlantic?
In this episode of Expat Wealth, Richard Taylor introduces Cross Border, Cross Country: a new recurring format following Plan First Wealth’s newest team member, James “JB” Beck, as he travels across the US while making the transition from experienced UK financial planner to US-UK cross-border specialist.
JB lands in America with a decade of financial planning experience behind him, including eight years working with business owners at UK firm Fiscal Engineers. He knows the…
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