Hannah joined the LGT US Wealth Planning team in 2024 to provide wealth planning support and explore financial planning opportunities to HNW US connected families. She is a CISI Certified Financial Planner ™ and graduated from the University of Surrey with a BA Hons in English Literature.
Having previously worked at a firm that was also dual regulated by the FCA and the SEC, she has experience in both US and UK tax wrappers, along with cash flow modelling and navigating the complex issues surrounding retirement and estate planning goals for global Americans to ensure their wealth is well structured and tax efficient.
