James Boyle

Lead Financial Planner

Contact
646 201 4865 info@planfirstwealth.com
Qualifications

Career history

James graduated with a degree in Economics in 2014, and has spent more than a decade building a career in financial services.

His experience spans a wide range of sectors within the industry, including technology-driven financial advice companies, large broker-dealers, and independent registered investment advisors (RIAs). Now at Plan First Wealth, James specialises in cross-border financial planning. He is dual-certified in the UK and US.

James is passionate about helping clients navigate the complexities of managing wealth across borders, combining his deep industry experience with a practical, client-focused approach to financial planning.

His expertise lies in retirement and tax planning, investment strategy, and cross-border wealth management, specifically for those balancing assets, pensions, and tax obligations across the US and UK. James loves helping clients find clarity and confidence in their financial decisions, particularly when they’re juggling two financial systems and multiple currencies.

Professionally...

The proudest moment of my career was…

Obtaining my CFP®.

The three things I love most about my job are…

Translating complexity into simplicity for clients, building long-term relationships built on trust and understanding, and watching clients achieve the freedom to focus on the things that matter most.

The types of people I most enjoy working with are…

Expats who are proactive, globally minded, and value thoughtful, strategic planning.

Away from the desk…

Outside of work, James spends most of his time with his wife, family, and close friends.

He and his loved ones love the outdoors and travelling, whether hiking, exploring new cities, or cooking up something ambitious on a weekend.

Music is a big part of James’s life, both playing and listening. And he’s rarely far from a good book or a great cup of coffee.

Personally...

On an ideal weekend, you can find me…

Exploring a new neighbourhood, finding the best coffee spot (or pub), and catching a local gig.

My favourite holiday destination is…

Ireland. Breathtaking landscapes, Guinness that tastes even better, and every conversation feels like catching up with an old friend.

My favourite song to play in the car is…

‘Born to Run’ by Bruce Springsteen.

If I could turn any activity into an Olympic sport, I would win a medal in…

Keeping a running spreadsheet of all the books I’ve read and dates I’ve read them.

When the dessert menu arrives, I’m looking for…

Something rich and chocolatey, maybe a flourless chocolate cake.

The three qualities that draw me to new people are…

Curiosity, a sense of adventure, and being quick to laugh.

My pet peeve is…

People who talk on speakerphone in public.

The best gift I’ve ever received is…

My first acoustic guitar, a knocked-around hand-me-down that opened up a whole new world for me.

The three people at my dream dinner party would be…

Anthony Bourdain, James Acaster, and my wife.

The three small things that make my day better are…

Good coffee, good music, and the sun shining with a nice breeze in the air and the birds chirping.

Three things I haven’t done so far include…

Walk the Camino de Santiago, take a road trip across the US coast to coast, and watch a rocket lift off.

Meet the rest of us

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER®

    CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to serve their clients’ best interests.

  • GFP Global Financial Planner (US)

    The Global Financial Planning Essentials certificate program covers the fundamental principles and strategies of international financial planning. It aims to equip financial professionals with the essential knowledge and skills necessary to navigate the complexities of cross-border financial planning.

  • IAD Investment Advice Diploma

    The IAD provides a sound grounding in UK financial services and consumer relationships, macro-economic environment, settlement, safe custody and prime brokerage, exchange traded futures and options and financial protection.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER®

    CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to serve their clients’ best interests.

  • GFP Global Financial Planner (US)

    The Global Financial Planning Essentials certificate program covers the fundamental principles and strategies of international financial planning. It aims to equip financial professionals with the essential knowledge and skills necessary to navigate the complexities of cross-border financial planning.

  • IAD Investment Advice Diploma

    The IAD provides a sound grounding in UK financial services and consumer relationships, macro-economic environment, settlement, safe custody and prime brokerage, exchange traded futures and options and financial protection.

CFP® CERTIFIED FINANCIAL PLANNER®

CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to serve their clients’ best interests.

Two simple ways to reach us

Whether you’re ready to begin or want some more information first, we’ve got you covered. Choose the option that suits you best below.

Schedule my call
646 201 4865
Greenwich, CT

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