By expats,
for expats

Introducing cross-border wealth management for the bold who’ve chosen to build a new life in America. Take advantage of the vast opportunities in front of you with dedicated support from people who’ve stood where you stand.

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We understand because we’ve been there

Founded in 2018 by British expat Richard Taylor, Plan First Wealth exists because we know first-hand how challenging – and rewarding – expat life in America can be.

We’re not just financial professionals who happen to work with expats. We’re expats ourselves, combining specialist cross-border experience with real empathy for your situation.

More about us

How we help you…

Plan your future

and benefit from cross-border experience

Work with experienced professionals who can help you navigate all the complexities of cross-border living, seeking to ensure you have a coherent plan for whatever comes next.

Manage your wealth

and minimise your tax burden

Get the professional support you need to manage your assets wherever they’re held, and grow your wealth while avoiding the tax traps unique to expats in America.

Know exactly what to expect

It’s our belief that planning works best when the process is simple, transparent, and free from surprises. That’s why we show you how everything fits together from the very start.

Each stage has a clear purpose, helping you make informed decisions and move forward with confidence.

The process in full

A team dedicated to helping expats thrive

Meet the experienced professionals who do things a little differently. We’ve walked in your shoes, and we’re here to help.

Richard Taylor

Founder and Managing Partner

Martha Kern

Chief Compliance Officer (CCO) and Chief Operations Officer (COO)

James Boyle

Partner

Kanishka Ekanayake

Client Service Associate

Real expats, real results

When you’ve left everything familiar behind to build a life in America, your financial planning needs to work harder. See how our cross-border experience has transformed messy, stressful situations into coherent plans that help expats sleep at night.

Why choose us?

Paul and Karen

Watch Paul and Karen's story

Current client, not compensated

25/06/25

Andy and Lisa

Watch Andy and Lisa's story

Current client, not compensated

18/06/25

Geoffrey Smith

Watch Geoffrey's story

Current client, not compensated

17/06/2025

Ian Farmer

Watch Ian's story

Current client, not compensated

16/06/25

Sarah and Julian

Watch Sarah and Julian's story

Current client, not compensated

15/08/25

Mark and Stuart

Watch Mark and Stuart's story

Current client, not compensated

25/06/25

In our latest client survey...

0

of respondents believe that working with us has helped or will help them achieve their financial goals.

0

of respondents would recommend us to their friends, family, or colleagues.

0

of respondents were either very or mostly satisfied that we understood their needs and goals.

Google reviews

      
 Excellent5.016 reviews
 5.0
 Excellent16 reviews
  Write a review 
 
 
 
       Posted on Google  
   
   Tony Priestley 
 136 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  Richard and Martha are always very personable and responsive to all requests.  Richard has a way of explaining things in a very calm and balanced manner - he is genuinely interested in the best financial path for my long term future - but this is not to say that he is completely closed to alternative strategies. I have been with Plan First for many years now and have been very happy with the service and performance of my portfolio - I don't see me trusting anyone else, or any other fiduciary, the way I trust Richard and Martha!
  
 
 
     Posted on Google  
   
   Mark Andrews 
 179 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  The whole team at Plan First Wealth are amazing. They have managed my US funds for the last five years and the returns have been fantastic. You really feel like you are getting a personalised service with these guys. If you ever have questions, they are right there.
  
 
 
     Posted on Google  
   
   Bill Steel 
 179 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  I just started working with Richard and Martha at Plan First Wealth First Wealth having transferred to them after the Brite debacle. First impressions are great - very knowledgeable on UK pension issues as they impact US residents, and very responsive. I look forward to a long and wealthy relationship with them.
  
 
 
     Posted on Google  
   
   Andrew Johnson 
 184 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  Richard and his team have been most helpful in talking through some tricky financial issues and the investment vehicles they recommended have performed well. Vary happy with the service.
  
 
 
     Posted on Google  
   
   Graham Holmes 
 184 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  Richard, James and Martha have been fantastic as we built our goal towards retirement. Especially as expats their knowledge has been invaluable.
  
 
 
     Posted on Google  
   
   Andrew Cox 
 189 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  I've been working with Richard and his team for many years, and they have always steered me through the ups and downs of, at times, volatile markets. My portfolio has continued to grow under PFW guidance, and long may that be the case.
  
 
 
     Posted on Google  
   
   Gio Marioni 
 191 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  Friendly team, always available with clear & concise advice
  
 
 
     Posted on Google  
   
   Andrew Toner 
 194 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  Richard and his team have helped us navigate some tricky international financial planning scenarios with a pragmatic, no BS, approach that we appreciate. When they couldn't help directly they introduced us to experts to get things done which made life much simpler.
  
 
 
     Posted on Google  
   
   Peter Williams 
 196 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  Excellent financial advice from really competent, pleasant people who consistently do their best to be helpful.
  
 
 
     Posted on Google  
   
   Richard Brown 
 197 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  Plan First Wealth is a very professional, responsive company. I have been with them for many years, and always received honest, appropriate responsees from them. All of their staff are knowledgeable, willing to help and would advise, with a balenced approach. I dealt with Martha, for a long time, once again, approachable, and very much a person to help. A great team, with the customer needs at heart.
  
 
 
     Posted on Google  
   
   Mark Samuels 
 198 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  Super clear and straightforward
  
 
 
     Posted on Google  
   
   Andy Powell 
 198 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  True experts in cross-border financial planning. Perfect for my UK/US setup. Very thoughtful customized advise.
  
 
 
     Posted on Google  
   
   Barry Lynch 
 198 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  I’ve worked with this team for several years, and as a UK expat living in the US, their financial expertise has been essential in helping me retire early with confidence. Richard and his team combine advanced planning tools with deep knowledge to create, update, and adjust a strategy that truly fits my circumstances.
  
 
 
     Posted on Google  
   
   Trevor Lewis 
 198 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  Having ended our relationship with our prior WM organization, we have signed up with Plan First Wealth and our experience so far has been a breath of fresh air, and everything we hoped for. We really don't have enough positive feedback to fit here, but we feel listened to, real action as we was hoping for, thoroughness, responsiveness, and we very much like the education and messaging. James and Martha have been a pleasure to work with.  We have not had occasion to meet Richard yet, and hope to do so. at some point.
  
 
 
     Posted on Google  
   
   Carlos Uruchurtu 
 198 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  I have been using teir services for a few years and the service has been very professional, attention to detail and my questions are answered immediately, great to work with 😀👌
  
 
 
     Posted on Google  
   
   daniel hughes 
 198 days ago
 
 
 Trustindex verifies that the original source of the review is Google.  
  
 
 
 
  Load more

Wealthtender reviews

Knowledge bank

Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.

Blogs

17 Apr 2026

6 reasons why you need a robust investment strategy in retirement

Podcasts

Episode 100

The Next 100 Episodes: What We’ve Learned and Where We’re Going

Guides

Opportunities & Landmines Checklist

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Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and do not provide a guarantee of future performance, success or similar services.

Plan First Wealth is a registered investment adviser located in Greenwich, CT. Plan First Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Plan First Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan First Wealth’s website on the internet should not be construed by any consumer and/or prospective client as Plan First Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalised investment advice for compensation, over the internet. Any subsequent, direct communication by Plan First Wealth with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan First Wealth, please contact the state securities regulators for those states in which Plan First Wealth maintains a registration filing. A copy of Plan First Wealth’s current written disclosure statement discussing Plan First Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Plan First Wealth upon written request. Plan First Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Plan First Wealth’s website or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. There are no warranties implied.

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