Sarah and Julian

Clients since February 2020

“Since working with them, we feel so much more secure about our future.”

Julian  
Hi, my name is Julian Cooper, this is my wife, Sarah, and we have been clients of Plan First Wealth for about five years, and our adviser is James.

 

Sarah
I saw a lot of adverts on social media and in the news about taking care of your pension back in the UK, and I started to feel it was something that we needed to look at.

 

Julian  
When we first started speaking to Plan First Wealth, we were thinking about getting our money in order, both in the UK and the US, and we wanted to make sure that we were talking to a reputable company who weren’t just in it to make their money from us.

 

Sarah
I found Plan First Wealth because I was doing some research on the internet and saw a video that Richard had posted. He was talking about cross-border pensions, and it seemed interesting. So, that was what triggered me to reach out directly to him.

 

Julian  
The main reason we went with Plan First Wealth was that when speaking to Richard, Martha, and James, they didn’t put pressure on us or force us into signing a contract. Immediately, it was just, “This is what we do. This is how we do it”, and they were the best option we found.

 

Sarah
Since I’ve been working with Plan First Wealth, I feel so much more secure about our financial future. I even joke about it with the kids and say, “If anything happens to me and Julian, just call Richard or James.” They have a full handle on everything that’s happening with our money, and it makes me feel very happy and secure that everything is well taken care of.

 

Julian  
Working with James, Richard, and everybody at Plan First Wealth makes me feel a lot more secure because somebody who knows what they’re doing in both England and the US is giving us help with our portfolio.

 

Sarah
How would I describe James? Knowledgeable, friendly, and reassuring.

 

Julian  
The best piece of advice we’ve received from Plan First Wealth is not to worry about when the markets go down, as they’re likely to come back up again because we have that time available to us.

 

Sarah
The best thing about working with Plan First Wealth is the peace of mind it gives me. I’m naturally a worrier, and I was getting so concerned about this whole thing, but now I know that somebody is looking after our money. They have our best interests; they give really good advice, and if I ever have any concerns, I can reach out. Complete peace of mind.

 

Julian  
I would recommend anybody to work with James and Plan First Wealth. I think they’re very professional; they know what they’re doing, and they know all about financial matters here and in the UK. I would wholeheartedly recommend them.

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.

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23 Mar 2026

5 important financial issues you need to consider if you are moving from the UK to the US

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Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now
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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.

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