Finance Broker LLC

🇬🇧 About Us – Finance Broker LLC

Empowering Financial Futures with Precision and Integrity

At Finance Broker LLC, we are more than just a finance and asset management company—we are your strategic partner in building, preserving, and growing wealth. Headquartered in the United Kingdom, our firm combines deep market insight with a client-first philosophy to deliver bespoke financial solutions across a diverse range of sectors.

💼 Who We Are

Founded on the principles of transparency, innovation, and excellence, Finance Broker LLC serves individuals, families, and institutions seeking expert guidance in navigating the complexities of modern finance. Our team of seasoned professionals brings decades of experience in:

* Asset management and portfolio structuring
* Financial planning and wealth advisory
* Investment brokerage and market analysis
* Risk management and regulatory compliance

We pride ourselves on delivering tailored strategies that align with our clients’ goals, values, and risk appetite.

🌍 Our Mission

To provide intelligent, ethical, and forward-thinking financial solutions that empower our clients to achieve long-term prosperity.

🎯 Our Vision

To be recognised as one of the UK’s most trusted and innovative financial partners—where performance meets integrity.

🔐 Our Values

* Client-Centricity: Your goals drive our strategy.
* Integrity: We operate with honesty and accountability.
* Expertise: Our insights are backed by rigorous research and real-world experience.
* Innovation: We embrace technology and fresh thinking to stay ahead.
* Sustainability: We believe in responsible investing for a better future.

🤝 Why Choose Us?

* FCA-regulated and fully compliant with UK financial standards
* Personalised service with a dedicated advisor for every client
* Proven track record of performance across volatile markets
* Access to global investment opportunities and cutting-edge tools
* Commitment to ethical investing and ESG principles

Whether you’re planning for retirement, expanding your investment portfolio, or seeking institutional asset management, Finance Broker LLC is here to guide you every step of the way.

📞 Let’s talk about your financial future today.

👥 Meet the Team

👤 James Thornton, CFA

Founder & Chief Executive Officer
James brings over 20 years of experience in UK and global financial markets. A Chartered Financial Analyst and former portfolio strategist at a leading Bay Street firm, he founded Finance Broker LLC to offer transparent, client-first asset management. James specializes in high-net-worth portfolios, institutional strategy, and long-term wealth planning. Outside of work, he’s an avid cyclist and volunteers with financial literacy programs across London.

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👩‍💼 Sophie Leclerc, CFP

Director of Financial Planning
Sophie is a Certified Financial Planner with a passion for helping achieve financial independence. With a background in both private banking and fintech, she blends traditional planning with modern tools to create personalized roadmaps for retirement, education, and estate planning.

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👨‍💻 Mateo Hudson, MBA

Chief Investment Officer
Mateo oversees portfolio construction and investment strategy at Finance Broker LLC. With an MBA from Rotman and a decade of experience in equity research and risk management, he’s known for his analytical rigor and market foresight. Mateo is a frequent speaker at UK finance conferences and contributes to industry publications on ESG investing and emerging markets.

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👩‍🔬 Emily Zhang, CPA, CA

Head of Compliance & Tax Strategy
Emily ensures our operations meet the highest standards of regulatory compliance and tax efficiency. A Chartered Accountant with deep expertise in UK tax law, she helps clients optimize their portfolios while staying ahead of legislative changes. Emily previously worked with one of the Big Four accounting firms and now leads our internal audit and reporting teams.

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🧠 Daniel Greene

Client Experience Manager
Daniel is the heartbeat of our client services team. With a background in behavioral finance and customer success, he ensures every client feels heard, understood, and supported. Whether onboarding new investors or coordinating quarterly reviews, Daniel’s empathy and attention to detail make him a favorite among our long-term clients.

Tel: +44 7836 215533
WhatsApp: +44 7554 509095
Email: [email protected]