Edward has worked in financial services since 2013 and began focussing on cross border financial advice in 2016. Edward worked in the UK until 2022 with Cross Border Financial Planning USA’s sister company, specializing in dealing with US, UK and Australian connected individuals ranging from globally mobile employees to high-net-worth individuals and families. Edward is experienced advising on UK and US investments and providing investment management for clients around the world where there are multiple tax jurisdictions to consider.

Edward is a firm believer that when financial advice is offered to expatriates and globally mobile families, it should be delivered in a ‘joined up’ way with the right tax and legal experts being involved in the process where appropriate. Through Edward’s experience in this field, he has built up a strong network of tax advisors, lawyers, and other professional advisors around the world.

Edward is a keen sportsperson who enjoys cycling and skiing and takes every opportunity of his spare time to be outdoors and active.