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.