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 Thomas Quinn, another expatriate focused financial planner, and Martha Kern, an American CFP. With the addition of Thomas and 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.

Positioning Statement

Plan First Wealth provides British expats with peace of mind and confidence, by simplifying the complex world of cross-border retirement and treating them as people, not numbers.

Brand Promise

Protecting your life’s work

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, is our most important and valuable asset (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.

Empathy

Our business is all about people – our clients and our colleagues – and we believe that treating everyone with whom we interact with empathy, compassion, sincerity, and sensitivity is critical. We put ourselves in others’ shoes and we think about things from others’ perspectives. We deeply care about our people, and we need our people to care about others also.

Humility

 We are confident, but we are humble. We make mistakes, own them and learn from them. We are receptive to feedback – positive and constructive – and we are critical of ourselves and our own weaknesses. We are self-aware.

Persistence

Challenges, obstacles, and setbacks are inevitable. What defines us – as individuals and as a company – is how we respond to these challenges. In actuality, it is in the overcoming of challenges that our true path unfolds. As Marcus Aurelius said: “The impediment to action advances action. What stands in the way becomes the way.” We embrace challenge. 

Communication

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.

MEET OUR DEDICATED TEAM

Richard Taylor
Richard Taylor

Founder & Chief Executive Officer (CEO)

As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK - CII) in addition to holding the IMC (CFA UK) and Series 65 (US - FINRA).

Thomas Quinn
Thomas Quinn

President & Chief Revenue Officer (CRO)

Thomas is responsible for all revenue generating activities including marketing and client acquisition. He is UK qualified with the Diploma for Financial Advisers (DipFA), Managing Investments (MANI), and Pension Transfer Specialist (PETR) and US qualified via the Series 65 (US - FINRA).

Martha Kern

Chief Compliance Officer (CCO) & Director of Financial Planning

Martha oversees and maintains the operations and compliance programs at Plan First Wealth, while also supporting client service. She is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 6, 7 and 63 (US - FINRA).

Sandra Sigala

Associate Planner

Sandra works closely with clients to provide a high level of service and effective financial planning solutions for client's unique needs. She is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 7, 63 and 66 (US - FINRA).

James Boyle, CFP

Lead Planner

James builds and manages personalized financial plans to help his clients to achieve their life goals. He is a CERTIFIED FINANCIAL PLANNER™️ and holds Series 7, 63, and 66 (US - FINRA).

Let’s talk about you – retiring happier.

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    Schedule a free exploratory call with us.

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    Tell us your goals, frustrations and concerns.

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    Together we’ll build a plan to secure your worry-free retirement.

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