Team

The people behind the advice

Cross-border advice is a specialism, not a sideline. It is delivered by a small, senior team who do this work every day.

  • Portrait of Lee Harman

    Lee Harman

    Chartered Financial Planner, US Connected Advice

    Lee advises clients whose financial lives cross the Atlantic, with a focus on US citizens resident in the United Kingdom and the reporting obligations that follow them.

  • Portrait of Matt Pitcher

    Matt Pitcher

    Managing Partner, Wealth Planning

    Matt leads the whole wealth planning team at Altor and manages the relationships with US and UK tax advisers so that the advice holds up under both regimes.

Speak to the team

Every engagement begins with a conversation. We are happy to talk through your circumstances before you commit to anything.