Richard Taylor

Founder and Managing Partner

Contact
646 201 4865 info@planfirstwealth.com
Qualifications

Career history

Richard was inspired to become a financial adviser by his father. He established Taylor & Taylor Financial Planning in Bolton, UK, which today is run by Richard’s brother.

After studying Business and Financial Services at Nottingham Trent University, Richard worked for Scottish Widows. He became an independent financial adviser in Knutsford, UK.

Richard later spent almost four years living and working in Dubai, before moving to the USA in 2015. He established Plan First Wealth in 2018.

Professionally...

The proudest moment of my career was…

Launching Plan First Wealth in 2018.

The types of people I most enjoy working with are…

Expats, who tend to be (in my experience) particularly bold, adventurous, and open-minded.

Away from the desk…

Like most expats far away from family and friends, Richard spends most of his time with his immediate family, a tight-knit unit.

With a six-year-old, a three-year-old, and a poorly trained dog to care for, Richard has his hands full…

Richard loves podcasts, especially anything history-related. In the summer, he plays golf, a hobby he’s trying to involve his family with to limited success…

His other interests include skiing, scuba diving, sailing, and CrossFit.

Personally...

On an ideal weekend, you can find me…

Golfing and eating.

My favourite holiday destination is…

Southern Europe.

My favourite song to play in the car is…

Often something by The Beatles or Oasis, but it changes regularly.

The first album I bought was…

Oasis, What’s The Story (Morning Glory).

If I could be any fictional character, I would be…

Bandit (Bluey and Bingo’s dad and Chilli’s husband).

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

Creme brulee.

The three qualities that draw me to new people are…

Friendliness, humility and empathy.

My pet peeve is…

Too many to list – I’m easily annoyed!

The best gift I’ve ever received is…

My kids.

The three people at my dream dinner party would be…

Julius Caesar, Abraham Lincoln, and my wife.

The three small things that make my day better are…

Coffee, walking my dog, and tea breaks with my wife (since we both mostly work from home).

Three things I haven’t done so far include…

Visited enough countries, gone hiking in the Lake District often enough, and got a hole in one.

Meet the rest of us

Qualifications

  • IMC Certificate in Investment Management

    The CFA UK Level 4 Certificate in Investment Management (IMC) combines essential investment knowledge and theory with practical, day-to-day application. The syllabus is designed by the IMC panel and investment practitioners, for investment practitioners. It is recognised by firms as a stamp of excellence.

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • Diploma in Financial Planning

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • Certificate in Financial Planning

    A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

  • Certificate in Life and Pensions

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Series 65

    The Series 65 Exam, designed by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA), qualifies individuals to act as investment adviser representatives.

Qualifications

  • IMC Certificate in Investment Management

    The CFA UK Level 4 Certificate in Investment Management (IMC) combines essential investment knowledge and theory with practical, day-to-day application. The syllabus is designed by the IMC panel and investment practitioners, for investment practitioners. It is recognised by firms as a stamp of excellence.

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • Diploma in Financial Planning

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • Certificate in Financial Planning

    A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

  • Certificate in Life and Pensions

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Series 65

    The Series 65 Exam, designed by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA), qualifies individuals to act as investment adviser representatives.

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) in the UK and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

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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