Plan First Wealth
Cross-Border Retirement Planning for British Expats Living in America
Serving Clients Nationwide
Cross-Border Retirement Planning for British Expats Living in America
Primary Advisor Locations
Video
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Plan First Wealth
At Plan First Wealth, we know what it's like to be a Brit in the US. We've walked in your shoes.As British expats ourselves, we offer high-value financial planning services with deep technical experience. This shows how we are the best place for any fellow successful British expat to seek quality advice and make the most of their time in America - and life in general.
Our Core Values
Our core values – the fundamental set of principles that guide our behavior and decisions – define our organisational culture and personality.
Our people, and by extension our culture, are our most important and valuable assets (without good people and without a good culture we cannot consistently deliver good service). We nurture it, work at it and actively look for people who are a good fit.
We subscribe to – and expect our people to subscribe to – many different values – individually and organisationally. However, our core values are non-negotiable.
✔️ Do Good
We are a fiduciary but at PFW this principle runs deeper than a simple legal concept. We aim to be a force for good in the world; externally and internally, organizationally and individually.
✔️ Be Bold
We are confident and forthright. We serve expats and expats are bold. We take calculated risks to further our objectives, push boundaries, serve more expats and change more lives. We grow from our mistakes and we know that it is all part of the journey.
✔️ Have Fun
We are committed to having fun along the way. We want our clients to look forward to interacting with us. We do important work, but we want to enjoy the journey.
✔️ Over-Communicate
We believe most issues arise because of poor or insufficient communication and most issues can be solved by better, more open, more honest and more frequent communication.
✔️ Change Lives
Plan First Wealth exists to change lives – our clients’, our colleagues and our own.
Our Story
The story of Plan First Wealth begins in 1977 when Richard’s father, Chris Taylor, started his career as a Financial Advisor in Bolton, UK. Sixteen years later, in 1993, Taylor & Taylor Financial Services Ltd was first born, also in Bolton, serving Chris’ predominantly locally based clients.
Richard started Taylor & Taylor Financial Services USA LLC in 2018. In 2019, Richard was joined by Martha Kern, an American CFP. With the addition of Martha, the company really began to take shape, with each advisory team helmed by a UK qualified adviser and supported by a US CFP – an approach we believe to still be unique.
Finally in February 2022, the company changed its name to Plan First Wealth. This new name was chosen because it reflects our philosophy – planning comes first, before any investment decisions. Additionally, the name supports our transition to an enterprise business (away from Richard’s surname) which is scalable and supports long-term success.
If you are a British expatriate in America and you are looking for a partner in building wealth and security from a firm dedicated to knowing and understanding you and your unique situation, then please book a consultation.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Expats
- Families
- Foreign-Born Individuals
- Gen X
- Immigrants
- Intergenerational Families
- Living in Retirement
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Excellent advisors!
Financial advice you can REALLY trust
A USA/UK Financial Advisor, a must use.
Straightforward and clear
An excellent investment in professional financial management
Just what we needed, would definitely recommend.
Great company to work with
PFW delivers for expats
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