OUR TEAM
Philip Teague
Executive Director and Cross Border Financial Planner
Philip has worked in financial services since 2001 when he joined Abbey National. His interest in cross border financial planning started in 2007 after he started with AWD, at the time Europe’s largest financial advisory firm.
In 2012 Philip was invited to join the Alexander Beard Group to run their Expat and Emigration Division. One of his major achievements was the creation of a US / UK cross border financial planning service.
Philip is highly experienced in private financial planning for British expats, US / UK cross border financial planning and the structuring of pension assets for non-UK beneficiaries of pension sharing orders.
Outside of work, Philip has a young family that plays a lot of cricket and keeps him on his toes. He has lost count of the number of times Watford FC has been promoted and demoted so has now opted to support Somerset Cricket Club as watching them is much less stressful!
Finlay Brown
Cross Border Financial Planner
Finlay joined Cross Border Financial Planning in 2021, having previously spent 9 years working in the financial services industry. Finlay worked at Visa where he managed banking relationships in Gibraltar and most recently where he was the Relationship Manager for some of SWIFT’s most integral global banking clients. He is fully UK qualified and is a Chartered member of the Institute of Securities and Investment association. Finlay is also working towards completing the level 7 Certified Financial Planner qualification.
In his personal life, Finlay has a passion for sailing and holds a lifelong ambition to circumnavigate the globe on a classic, wooden sailing boat.
Olwen Linge
Office Manager
Her responsibility at Cross Border is to provide support to the advisers and ensure the day-to-day administration and customer service we provide is efficient and professional and exceeds client expectations.
Outside of work, Olwen enjoys spending time with her family and friends. She’s an active member of a local Book Club and also enjoys visiting the theatre, exhibitions and going to the gym.
Charles Homer
Cross Border Financial Planner
Charles has been in the financial services industry since 2016 and joined Cross Border Financial Planning in October 2021, having previously worked for a number of financial planning firms.
Charles is a fully qualified UK adviser and has previous experience of advising private clients on all aspects of financial planning. Charles holds the Diploma in Regulated Financial Planning and he is currently working towards the Advanced Diploma having already completing advanced papers in Financial Planning and Personal Tax and Trust Planning.
Outside of work and further studying Charles likes to socialise with friends and keep fit by attempting to play football.
Mike McGregor
Cross Border Financial Planner
Mike entered the world of financial planning in 2021 having completed the CII’s Diploma in Regulated Financial Planning, before joining Cross Border Financial Planning in 2023.
Being married to an American introduced Mike to the complexities facing Americans abroad when it comes to their finances and subsequently led Mike to pursue the niche area of expat financial planning and in turn become US and UK qualified.
In addition to being level 4 qualified in the UK, Mike has also completed the American Securities Administrators Association (NASAA) Series 65 exam.
Outside of work, Mike enjoys traveling with his wife, playing guitar and trying to make it to the gym where possible!’
Cathy Moore
Compliance Director
Cathy has over 30 years’ experience in Management Consultancy and Financial Services.
Her responsibility is to ensure Cross Border complies with all relevant laws, regulations and internal policies.
Outside of work, Cathy is a keen walker and active member of a walking group exploring the local Wiltshire countryside. She also enjoys travelling, pilates and spending time with family and friends.
Sophie Ayliffe
Administrator
Sophie is beginning her venture into financial services having joined our team in April 2021.
Her role is to support the team with day-to-day administration and is keen to undertake further study to make career progression within Cross Border Financial Planning.
Outside of work, Sophie enjoys spending time with her family and friends. She is always keen to experience adventure and also enjoys a good Netflix series.
Morwenna Trenchard
Paraplanner and Administrator
Morwenna has spent the past 5 years in Financial Services and has been working towards obtaining her Certificate in Paraplanning. As a dual US/UK national, she is eager to learn the ins and outs of supporting international clients.
Her role is to assist the administrative team with client servicing, task management and document preparation. She will also be working closely with the financial advisers in her paraplanning capacity with report writing, portfolio analysis and attending client meetings.
Outside of work Morwenna enjoys crafts, bookbinding, stained glass and DIY. She looks forward to completing her exams to free up time to rekindle hobbies. However, with her first child due in April 2023, she is dubious that she will be able to revisit any of her favoured past times for quite some time.