Plan First’s WealthHub is a community of Brits living in America looking to protect and grow our life’s work, retire with confidence, and leave a legacy.

Our members get:

  • 2 updates per month in your inbox delivering timely and actionable content (articles, papers, podcasts, videos, etc.)
  • Access to a private Facebook group where you can connect with other Brits living in the US—as well as experts in finance
  • Access to exclusive monthly online educational events such as workshops, expert AMA’s, and webinars

About Our Speakers

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).

About Plan First Wealth

As British expats ourselves, we offer high-value financial planning services with deep technical expertise. This shows how we are the best place for any fellow British expat to seek quality advice and make the most of their time in America – and life in general.